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Tag: Financial Advisors

Financial Advice Suitability Standard Does Not Mean What You Think

Watch this video on YouTube If you wanted hiking footwear, you probably would be surprised if a salesperson at an outdoors store suggested flip-flops. You would expect someone knowledgeable about hiking to recommend sturdy boots or shoes more suitable for your needs....

Financial Adviser Designations Do Matter

Watch this video on YouTube If you’re in search of financial advisers, pay attention to the designations behind their names. For a financial planner, look for a CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), or MSFP (masters in...

Financial Consigliere Can Help Resolve Money Issues

Watch this video on YouTube “I am tormented by the guilt of inheriting millions of dollars.” I heard this statement from a young man who had inherited his parent’s fortune. He was being interviewed by George Kinder, founder of the Kinder Institute, at a...

Finding a Financial Advisor with Heart Skills

Watch this video on YouTube I’ve written from time to time about the qualities to look for before you engage a financial planner, such as experience, professional qualifications, and having a fiduciary responsibility to clients. One other factor is often...

Is Your Financial Planner Seen As Family?

Watch this video on YouTube Your financial planner may know more about you than your doctor does. When significant life events—engagements, pregnancies, career successes and setbacks, or serious illnesses—affect your family, the planner is often one of the first...