From the sheer volume of pages to the dense legal language, advisors often struggle to fully comprehend these documents.

The discussion highlights insights shared by lawyer Harold Geller on the necessity for financial planners to go beyond just reading the OM.

Here is PART THREE of our interview with Aravind.

If you liked Aravind's insights, you can find him on LinkedIn, Twitter, and on his own Substack Channel– Aravind's Financial Muhsings.