
CFP®, Wealth Strategist, Financial Educator and Podcast Host

Truth, Lies and Coverups with Traci Brown
January 22, 2025
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About this episode
'My advisor said the money would be back in my account today….' Is what Tim Smith heard when he picked up the phone one day. One of the financial advisors in his company had taken millions from clients in his own Ponzi scheme. Find out how you can avoid becoming a part of this $40 Billion per year problem by knowing exactly who you can trust as your financial advisor and the red flags that say you shouldn't.
Be sure to get a free copy of Tim's book, 50 Ways to Avoid Investment Advisor Fraud. By emailing him at Info@thefinancialdad.net
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