How Colors Affect Your Investment Decisions

How Colors Affect Your Investment Decisions

Posted by on Mar 26, 2013 in Hiring Advisors, successful investing | 45 comments

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,...

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5 Lies Bad Advisors Tell Clients

5 Lies Bad Advisors Tell Clients

Posted by on Jan 29, 2013 in Hiring Advisors | 44 comments

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...

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Hiring a Financial Advisor: Clues from the Receptionist

Hiring a Financial Advisor: Clues from the Receptionist

Posted by on Jan 15, 2013 in Hiring Advisors | 56 comments

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...

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In The Trenches: New Advisor Tales

In The Trenches: New Advisor Tales

Posted by on Jun 22, 2012 in Hiring Advisors, irrelevant stories, Meandering | 17 comments

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...

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Meeting an Advisor? Understand Fees by Bringing This Checklist

Meeting an Advisor? Understand Fees by Bringing This Checklist

Posted by on May 23, 2012 in Hiring Advisors, Planning | 5 comments

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...

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In Defense of Financial Advisor Fees

In Defense of Financial Advisor Fees

Posted by on May 22, 2012 in Hiring Advisors, money management, Planning, successful investing | 18 comments

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...

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