LibraryScenariosWhen your bank's financial advice serves their interests
Scenario

When your bank's financial advice serves their interests

I started investing through my bank's financial advisor but I'm realizing they're pushing products that benefit the bank more than me, and I feel stupid for trusting them.

Zera
Online
The coach is replying

More people experience this than they realize.

What we've seen

The conflation of advisory and sales roles creates ethical gray areas where trust is systematically exploited.

Ideas that help explain it
Worth thinking about

“Where Are You with How banks work?”

If this sounds familiar, the Library can help you find the bigger picture.