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Category: Role of an Advisor

What Is A Financial Advisor?

It should be clear, but it isn’t. When I attend networking events, it seems that everyone has “Financial Advisor” written somewhere on their business card. Why? Because, as Willie Sutton supposedly said about why he robbed banks, “That’s where the money is.” There is a false equivalence, though. A belief that because we all call ourselves something that we are […]

Questions to Ask When Hiring a Financial Advisor

When someone reaches the point when they need financial advice, the idea of interviewing a professional is intimidating. For many years, we met with people who admitted that they did not know what to ask and were making decisions on hiring a financial advisor based on their gut. You can imagine the risk in that. […]