Sales

How closely does this (profanity warning) classic line from Glengarry Glen Ross or scenes from The Boiler Room resemble the meetings or sales tactics of the modern financial professional?  Sorry [...]

HOW IMPORTANT IS CANDOR, OR AN HONEST MESSAGE, WHEN YOU DETERMINE WHERE AND HOW TO INVEST?  The value of candor in the financial services industry came up in a recent interview with Jack Bogle, [...]

WHEN YOU’RE READY!  While it may seem obvious that we would all benefit from having an ongoing financial plan throughout our lives, many people don’t have one. Some have never gotten [...]

BY USING VANGUARD FUNDS, I think my clients will have a higher likelihood of having more money in their accounts in the future than if they use comparable investments from other mutual fund [...]

IT WOULDN’T KILL YOU TO SACRIFICE TWO HOURS A YEAR, WOULD IT?  What would that amount to?  One movie?  A couple of TV shows?  Some useless time surfing the web? Watching your local sports [...]

It may not be, when can I retire?  Or where should I invest?  Or how much insurance do I need?  Or should we pay off our debt first before investing? Or any other question related to your [...]

The latest trick being used by many financial advisors and firms to get you to invest with them or buy their crappy products to provide value to their clients is to imply that they can help you [...]

Do you do business with a friend?  In what capacity?  How is that working out?  Has it complicated your personal and professional life?  Do you regret the whole situation?  For some people this [...]

Does this sound like anything you might have heard?  ”We offer the most comprehensive approach in a new paradigm of total portfolio management.  So you don’t have to, we continuously monitor the [...]

Do you understand what your advisor tells you?  Or what you hear in the financial press?  Really?  Or do you just nod your head when they start to use terms or phrases that you are not familiar [...]