Sentences with phrase «of an advisor often»

I have found that people in search of an advisor often call an «expert» they heard on a local radio program.

Not exact matches

When building a company you are often blind to competition and other risks, rely on trusted advisors and members of your company to help you identify these potential gaps.

In my role as advisor to small businesses, I often hear first - hand the challenges and failures of retail store owners who fear the advantages of online and feel the exodus to Internet eCommerce, led by Amazon and Ebay.

It's not easy being an owner and you can often feel as if you are going it alone, so the support of your family and a trusted group of friends and advisors is invaluable.

Those advisors who are transparent about their compensation often suffer because of it.

«Not only are they going to help you with the experiences they have learned, but they often serve as a board of advisors and your initial source of capital.»

In cases where people have been taken advantage of by an advisor, they are embarrassed and often in denial.

Financial advisor Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their spending.

According to Jennifer East, founder of Onida Family Advisors, which often works with family offices to help ease tricky discussions about money, this group is better off engaging a multi-family office, because «the cost of having [a full] staff alone just doesn't make sense.»

Yet, I often find myself playing the role of therapist as well as that of financial advisor.

Many of these advisors are often busy, hard to reach and honestly not very interested in you.

You'd think that high - profile individuals with substantial and varied assets, often - complex family lives and a team of high - powered advisors at their disposal would have this locked down, more so than your average American.

Business sellers and their advisors will often «recast» the earnings to show the earning power of the business.

As a result, robo advisors have typically targeted this segment because millennial investors want to save money and often don't have enough wealth to warrant the attention and interest of a human advisor.

Unlike the traditional wealth management industry with minimums ranging from $ 250,000 at Chase to $ 5,000,000 at Goldman Sachs, robo advisors require extremely low account minimums to take advantage of their services — often running as low as $ 500 for the likes of Wealthfront and Betterment.

«Academic research has clearly established that conflicts of interest affect financial advisors» behavior and that advisors often act opportunistically to the detriment of their clients,» the memo says.

Due in part to a growing lack of faith in traditional financial advising brought about by this trend, more and more investors are switching to low - cost passive online advisors (often called robo - advisors) who exclusively or almost exclusively invest clients» capital into index - tracking funds, the thought being that if they can not beat the market they may as well join it.

Ironically, this advice can often make overpriced fund selection more likely because most financial advisors aren't subject to a fiduciary standard of care today.

The main culprit of these costs, they argue, arise from the incentives financial advisors are given that «encourage savers to move from low - cost employer plans to often higher fee IRA accounts, and from incentives to steer savers into higher cost products within the IRA market.»

«American investors pay staggering sums annually to advisors, often incurring several layers of consequential costs,» Buffett wrote.

Headlines often announce the departure of large advisors with hundreds of millions of dollars under management from one wirehouse to another or from one wirehouse to an IBD.

Self - aware, first - time entrepreneurs often identify lack of experience as a dominant cause of failure, and often aspire to create a team of advisors to share their unique perspectives, industry knowledge and wealth of experience.

Mar 22, 2018 When you place your investments in the care of an investment manager or advisor, you'll often run into various fees.

Helping a first - time CEO understand the difference between an occasional advisor, an advisory board member and a board of directors» member often falls to a trusted angel investor.

Winston Churchill refused to listen to wealth advisors» advice and often acted contrary to what they suggested, according to David Lough, a private banker of long standing who has recently published a book entitled No More Champagne: Churchill and His Money.

Lawrence Roulston, managing director of WestBay Capital Advisors, discusses the mineral - rich, but often overlooked, main island of Fiji, part of the South Pacific Ring of Fire, and several miners active there.

When I see things like this I think of Nick Murray who often says «That's why god sent advisors.»

«That's a surprising average premium, compared to the $ 100,000 premium that often shows up on to single premium income annuity (SPIA) applications that advisors actually submit to annuity carriers,» says Gary Baker, president of CANNEX (U.S.), which runs the database.

Often, I will suggest to couples or individuals that they might want to enlist a «hope circle» — a group of trusted advisors that can learn of the pregnancy from the early stages so they can assist with the hand - holding and anxiety as well as hold the joy and hope of what might become.

«During the most intimate time of their life, women need support beyond what their doctors, and often their husbands, can offer during labor and delivery,» says Leslie Ludka, M.S.N., senior technical advisor at the American College of Nurse - Midwives and a certified nurse - midwife who has attended the births of nearly 4,000 babies.

For the monitorship of SAC Capital Advisors, which had reached an insider trading settlement in 2014, Schwartz was chosen by the company itself, and approved by an anonymous panel of federal prosecutors, who often do not disclose the names of those picked, he wrote.

On the Conservative side, insiders who are often in the media include George Osborne's former chief of staff Matt Hancock, (often on the airways attacking Labour's fiscal record), Cameron's former press secretary George Eustice (who played a key role in the no to AV campaign) Claire Perry (a former member of Team Osborne) Charlotte Leslie (a former Willetts advisor) and key Cameron ally Nick Boles.

However, even though it can raise the stipends for National Research Service Awards, which are given to individual postdocs, the agency does not have complete control over the salaries of postdocs who are paid directly from their advisor's grants — that is often up to the advisor.

«People often train themselves to be clones of their advisor or another scientist.

I've slowly gotten into the groove of being a full - time research assistant: 60 - plus hours a week labside, no classes, no teaching assistantships, just Jeff (the advisor) popping in a little too often for my taste asking, «How's it going?»

The subject of career development, which includes choosing advisors and mentors, is often left to one's own devices — and a good dose of luck — especially in academia.

Rather than presenting, as some advisors do, an overly narrow, self - reflective vision of how a science lab ought to be run, she offers an abundance of diverse observations from recently published sources, as well as unattributed (and often conflicting) quotations from personal interviews, to assist young researchers in charting a personal course through science.

Being a client advisor at It's Just Lunch, I share this piece of advice often.

Her running mate John McCain (Ed Harris) may admire Palin's galvanizing speeches, but ignorant of even basic geography she often flops, causing McCain's foul - mouthed advisor Steve Schmidt (Woody Harrelson) much grief.

And then a reliably similar sequence of events: the raucous and often hilarious advisor meetings, the intimate and sometimes devastating sessions with the Fellows, the popcorn screenings and Owl bar night crawls that conjoin us not just as colleagues, but as people — these are the pieces that make the whole.

They have a copy of several papers someone has written; they have spoken with a candidate's advisors, whom they often know personally; they invite the candidate to campus for a full day of interviews.

Preserving the priceless moments and toothless smiles of young children, who often won't recall much of what occurs in their early years, is the admirable goal of the hardworking advisors, parents, and students who make these yearbooks a reality.

I have often joked that I feel a bit like Harry Potter in that sometime during the early part of my career here, my advisor, Dean McCartney said to me «You're an educator, Kristen,» (just as Hagrid said to Harry, «You're a wizard, Harry») and from that time forward I have been learning how to improve the educational experiences of young children.

The financial advisor and bond counsel leeches that suck the blood out of the school and college district taxpayers with their exorbitant fees, often illegally commingled with campaign services, are the ones that will be hit hardest.

The adults in their communities often lack experience with highly selective colleges, and few of their teachers and advisors take the trouble to supply the students with information about the opportunities that such institutions afford them or the feasibility of gaining admission and financial aid.

The experienced traders with elaborate accounts often use the services of an advisor, who improves their planning.

The work of finding a strategy and, more importantly, tracking results is often facilitated by financial advisor software.

That's why they are often recommend by insurance advisors, who are often not licensed to sell other types of investments.

Financial advisors and consumer advocates often recommend a lower number that takes other factors into account, such as retirement savings, entertainment expenses, and overall quality of life.

Our financial affairs are often put together in a reactionary, piecemeal fashion over a period of time, perhaps based on what we hear recommended by an advisor or guru, by what we read as the tip du jour by a popular money magazine or by what all our friends or colleagues are doing.