Oh, you do 401k rollovers too?
The investing industry is confusing. Well educated, successful people’s eyes glaze over when you start talking about investing. I’ve seen it. I get it. So it is no surprise when I get this question. But after having tons of these conversations, I’ve learned it isn’t the real question. The real question is actually: “I don’t understand how you guys operate. What kind of account can I open, what do you need from me, and what money can I invest with you?” On behalf of the indust