Clik here to view.
5 Jaw-Dropping Financial Advisor Interview Questions
Some people need professional help–not the type I’ve been told to find–but financial help. I’ve met many of these people firsthand. Over my years working as an advisor, it was difficult watching people...
View ArticleClik here to view.
5 Good Reasons to Hire a Financial Advisor and 2 Bad Ones
The decision to hire an advisor to help with your financial planning isn’t a step I recommend lightly. I’ve been lucky: over 16 years of practice I was hired mostly for good reasons, although some...
View ArticleThe Worst of the Free Financial Advisor #2: Top 5 Reasons We Like the Roth...
Holy big topics, Batman! We’ve got a great show for you today. First – Joe & OG talk Hiring an Advisor. Should you hire one? If so, what should you look for? What questions should you ask? Then –...
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When Your Advisor Doesn’t Make Sense
A Monday Wall Street Journal article reported some industry reaction to last month’s conviction of 52 year old insurance agent Glenn Neasham. He was charged with felony-theft after selling an 83-year...
View ArticleWhat 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...
View ArticleClik here to view.
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,...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View ArticleHow 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 ArticleClik here to view.
5 Jaw-Dropping Financial Advisor Interview Questions
Some people need professional help–not the type I’ve been told to find–but financial help. I’ve met many of these people firsthand. Over my years working as an advisor, it was difficult watching people...
View ArticleClik here to view.
5 Good Reasons to Hire a Financial Advisor and 2 Bad Ones
The decision to hire an advisor to help with your financial planning isn’t a step I recommend lightly. I’ve been lucky: over 16 years of practice I was hired mostly for good reasons, although some...
View ArticleThe Worst of the Free Financial Advisor #2: Top 5 Reasons We Like the Roth...
Holy big topics, Batman! We’ve got a great show for you today. First – Joe & OG talk Hiring an Advisor. Should you hire one? If so, what should you look for? What questions should you ask? Then –...
View ArticleWhat 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...
View ArticleClik here to view.
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,...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View Article