I kept this list to 13 facts because that’s an unlucky number. You don’t have to accept your “unlucky” fate. It’s time to take control of your investments and act responsibly.
The perfect meeting with a prospect is one that maximizes the possibility of converting that prospect into a client. Here’s the ideal scenario.
I credit robo-advisors for bringing much needed innovation to the investment advisory business, but many investors are well served by traditional advisors.
Keep this in mind the next time you read articles trying to convince you to invest the way “rich people do.” Really “rich people” manage hedge funds.
Most advisors seek to cultivate “centers of influence” – repeat sources of referral business, such as accountants and lawyers.
Here’s a different perspective on market crashes, which the financial media won’t report, and your broker doesn’t want you to know…