What Type of Advisor Has Your Best Interest at Heart?
Minions, I’m busy kicking my nephew’s butts at board games, so you’re off the hook this week. Instead of me blathering on about some inane topic, Tom Cleveland from Forex Traders wrote us a nice piece...
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In Defense of Financial Advisor Fees
I was a fee hater. Like a younger, more handsome John Bogle, I would rail on fees. I’d stand on every rooftop screaming about avoiding fees at all cost. For this reason, when I was a financial advisor,...
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Meeting an Advisor? Understand Fees by Bringing This Checklist
Yesterday I posted a riveting story about advisor fees. How do you know all the fees an advisor may charge? The good news: this isn’t my first fee-rodeo, so I’ve meticulously prepared and will present...
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In The Trenches: New Advisor Tales
I’ve been traveling across the country this week, so I haven’t read enough blogs to decide on a Blog Post of the Week! Instead, how about if Uncle Joe tells you a story about the good ol’ days…. I’ve...
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Hiring a Financial Advisor: Clues from the Receptionist
If you’ve ever met with a financial professional, you know how nerve-wracking that first meeting can be. First, you’re unsure of the qualifications of the expert, you don’t know anything about their...
View Article5 Lies Bad Advisors Tell Clients
I don’t know about you, but I hate liars. Sadly, there are liars, and then there are really, really good liars. Financial advisors talk all day, so guess which type I saw? Like every industry, the...
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How Colors Affect Your Investment Decisions
When I was a new advisor, one area I failed to understand was the importance of color. We are, at our heart, 90% subconscious beings. Sure, we have thoughts, but while we’re deciding which ice cream to...
View ArticleThe Pros and Cons of Being a Financial Advisor
If you’ve ever considered a career as a financial advisor, there are some things you’ll want to consider before jumping in head first. There are definitely some perks like being your own boss and...
View ArticleClient Experiences
Over the years, I’ve heard a lot of stories and I’ve seen client after client make mistakes that set them back. Today, I want to share some of those with you in hopes that you will learn from them....
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5 Questions You Should Ask Your Financial Advisor Now
The coronavirus pandemic shook the financial lives of many. The stock markets took major tumbles, and unemployment claims reached the 40 million mark. Which is creating a lot of uncertainty. Financial...
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