A Mess of an Estate Plan. Then it Got Worse.

With the commoditization of investment management and financial planning, advisors need to provide the service clients really want – financial problem solving. In this article in Financial Planning Magazine, I share how to position yourself as a financial problem solver and illustrate how doing good deeds to help clients through hard problems can be rewarding work in many ways.

You will find the full article here on Financial Planning.com

I value your comments and look forward to reading them.

2 Responses

  1. I have read a few of your comments and remarks over the last few months and i think you make a lot of sense. I have been a DIY investor my entire life and have a net worth around 7 million. I have never used a financial adviser at all but I think you would be the type of adviser I would want to use if the need arises. I particularly liked the little spat you had with Dave Ramsey who claims to be some kind of financial Guru. He gives so much bogus advice regarding front loaded mutual funds, ripoff timeshare resale companies, and uses churches and volunteers so he can make money off his FPU classes. I am glad you called that charlatan out on his bogus advice. BTW, I am a retired Dentist. I just wanted you to know that I appreciate your work.

  2. Thank you for the kind words! That Dave Ramsey spat was a long time ago – I can tell you are a very engaged DIY investor. I appreciate you reading and commenting.

Leave a Reply

Your email address will not be published.