Periagoge
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.

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.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with How banks work?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

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