Financial coaches, are you unknowingly putting your business at risk? Pete tackles a critical topic: why making investment suggestions, like endorsing index funds, could lead to legal trouble. Learn the importance of staying within your scope, the risks of offering unlicensed advice, and how to protect yourself with proper boundaries and disclaimers. Whether you're new to coaching or a seasoned pro, this episode offers valuable insights to safeguard your practice while providing high-quality service. Tune in now to avoid costly mistakes!

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