For most investors, it makes no sense to own individual stocks. Yet, the lure of picking the next big “winner, causes many investors to be easily seduced by the call from their broker. It’s an analyst scam.
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COACHING & PRESENTATIONS
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MARKETING SERVICES
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Advisor Perspectives Articles
Five Takeaways from Hundreds of Advisors
I recently completed an extensive speaking tour across the U.S., Canada and Australia. I presented to hundreds of advisors and met personally with many of them. Here are five takeaways from those experiences
Advisor Insights
You’re Not Different (But You Could Be)
I know you want to be “different.” That’s why you may have a tab on your website that says something like, Why We’re Different. I’ve looked at hundreds of those tabs.