There are
lots of financial advisors today who offer free consultations, and the guidance they are able to provide for your finances and investments can more than pay for any fees they charge.
One of the biggest frustrations in
a lot of financial advisors worlds are a good attorney relationship.
A lot of financial advisors, it's the same way.
Not exact matches
«Paula would have to be open to sharing a
lot of personal and
financial information to get the most out
of it, but the mentors would basically serve as a panel
of advisors on an unpaid basis for a year, to help her grow her business.»
If the Fiduciary Standard is applied to brokers as well as
financial advisors as has been discussed, there will for sure be
lots of change, but to announce the death knell
of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.
While a
lot of the guidance I offer as a
financial advisor is based on my
financial expertise, some
of my best advice comes from the belly
of life experience.
«There are a
lot of very fine
financial advisors out there, but there [are] also
financial advisors who receive back - door payments or hidden fees for steering people into bad retirement investments that have high fees and low returns,» Obama said in his push for a uniform fiduciary rule.
«There are a
lot of very fine
financial advisors out there, but there [are] also
financial advisors who receive back - door payments or hidden fees for steering people into bad retirement investments that have high fees and low returns,» he added.
Financial advisors, however, don't waste a
lot of time parsing candidates» policy statements or worrying about how markets will behave.
Sure,
lots of attractive, young Sugar Babies are in it for the cash; for the
financial safety
of being cared for by an abundantly wealthy Sugar Daddy, yet, many consider their Sugar Daddy to be an
advisor into a career field they have a desire in pursuing or an associated passion.
A
lot of people reach out for an
advisor because
financial topics — including savings, investing and managing debt — seem intimidating.
«In much the same way investment
advisors and the investment industry preach dollar - cost - averaging and investing small increments
of money over a long period
of time, as opposed to one lump sum
of money all at once, I think that just goes to justify the benefit
of taking the payments over the long run,» says Heath, «Especially if one didn't have a
lot of financial aptitude.»
There are always
lots of stories in the
financial advisor trade publications about
advisors who go to jail for screwing their clients.
A
lot of people in the
financial services industry have something to gain if mutual fund
advisors can someday sell ETFs.
Financial advisors vary enormously in qualifications and over-all ability to add value, and advice comes in
lots of different forms and cost levels.
A
lot of parents can't afford to fund college accounts for their kids and a retirement fund for themselves, and most
financial advisors would tell you that your retirement should come before your kids» college funds.
Zweig gives
lots of tips for those looking for a
financial advisor, and I thought that I would put all
of the information he recommended to seek out about a potential
advisor in one easy to find location, hopefully saving you some time.
While your
financial advisor might try and convince you that your portfolio generated a
lot of wealth last year, if anything your expected income would be lower in 2014 than 2013, thanks to lower interest rates.
«Having a
financial plan and a
financial advisor to help you is key and it's important that Canadians understand that they don't have to have a
lot of money to have those things in place,» added Mr. Lorentz.
The sad part
of this is that it takes a
lot of time and effort to figure out what you're actually paying your
financial advisor.
And with the
financial world changing rapidly, you may be able to save yourself a
lot of time and headaches by seeking advice from an independent
financial advisor.
Discuss this with your
financial advisor and give a
lot of thought to when you might have to access that money.
A
lot of people use a
financial advisor or broker to purchase mutual funds.
There are
lots of factors that can go into building credit, everyone's current situation is different so it's best to speak with a
financial advisor to understand what your best next steps are.
I know a
lot of people... Even my own professional
financial advisor questioned how I got into the SPP and asked whether I was born in the province.
I am very risk tolerant, the proof is I've lost
lots of money with my 2 previous
financial advisors and it never bother me emotionally or gave me sleepless nights.
Some mutual fund
advisors give great
financial advice and provide
lots of value; others not so much.
Your stockbroker (or
financial advisor) tells you that options aren't right for you and that only two
of his clients ever bought options — and both lost
lots of money.
Remember, there are a
lot of bad
financial advisors out there but investing money on your own really isn't that hard.
There are
lots of ways a
financial advisor can help you that do not involve stock picking, including setting savings goals, reducing taxes, estate planning and buying the right level
of insurance.
If you want / need a
lot of handholding, you may want to go with a human
financial advisor, and pay a bit more.
Sure, there are great
financial advisors out there (I'm not hating), but a
lot of people who sell investing products or work with money, just want your money.
Also, I think there's a
lot of information for lawyers to learn from the way
financial advisors build their practices, which sounds very similar in some ways the way lawyers do and where they need to be focused.
First, recognize that for many
of you this is an amazing revenue stream that literally you don't have to work that hard for to just basically open up the flood gates for
financial advisors in your market to send you
lots and
lots of business.
Brad Johnson: In
financial services a
lot of advisors struggle because they're a commodity and that's the truth.
A
lot of people consider them prohibitively expensive — a consultation can run you up to $ 350 per hour, and a comprehensive
financial plan can cost you a few thousand — but many don't consider how much money they lose by not seeking advice from an
advisor.
Unlike mediation, it also involves a
lot of help from your attorneys as well as other experts, such as
financial advisors and child custody experts.
I go to a
lot of seminars and training... The knowledge and advice piece will always be ours, like with a
financial advisor.
«A
lot of European businesses were family - owned or controlled, and the feeling was if the business went bust, you at least had the real estate,» says Mike McNamara, a partner with Ernst & Young Real Estate Group in London, who has served as a corporate
financial advisor on several European transactions.