Social Media Tips for Brokers
Social media can be a powerful tool for brokers and broker dealers. The ability to reach out and instantly interact with current or potential customers...
Is Your Financial Advisor for “Real”?
I believe I should start off by educating those who are already using a financial “advisor” (using that term loosely here) and/or considering using a...
Are Financial Planners also Financial Advisors? – updated Nov 2014
Financial planners provide various types of planning services (personal, college, retirement, estate, charitable). The combination of services varies by financial planner expertise. Financial advisors are...
Investing Is Not “The Market”
There are times I encounter a familiar face and will get asked – “what did the market do today?”or “the market went up (or down),...
Investment Fees – Know What You’re Paying For
In my previous article, Investment Fees – The Hidden Cost, I discussed the sources of fees that clients unwittingly pay to advisors and brokerages. Not knowing...
Thinking of Working with an “Advisor”? Ask This Question FIRST
If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking...
Financial Planner, Investment Guru or Wealth Manager?
Recently I received an email from someone who indicated that they wanted wealth management services for their family. I found it interesting that they also...
Is Your Financial Planner an Insurance Agent? updated Oct’14
It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity...
The Financial Advisor Acronym Alphabet
With the growth of the financial advisor profession there has been a corresponding growth of financial designations. A common example of the type of designations...
5 Reasons to Meet with a Financial Planner
Financial planners help their clients build a financial portfolio and determine the best way to allocate your investments. This is commonly seen as a way...
