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Finance is full of shiny objects, and not all of them are helpful. In this episode, Sean reveals the five most misleading tactics people encounter, from slick sales brochures to “guaranteed” returns that sound too good to be true. He explains why these ideas can create false confidence or unnecessary pressure, especially when decisions aren’t grounded in real planning. The takeaway is simple: clarity beats hype every time.

Here’s what we discuss in this episode:

📊 Hypotheticals: projections that rarely reflect reality

🏆 Industry Awards: recognition is often tied to sales volume

⏰ Limited Offers: pressure tactics driven by fear

🎯 Risk Balance: reward only makes sense with context

📝 Written Plans: strategy beats marketing every time

Contact us:

(801) 639-0095

slee@erg-slc.com