Advisor Role
What I’m doing right now
The way we can help others begins with what we do for ourselves.
You have permission
Time and again in both my personal and professional life I encounter otherwise intelligent,...
Over-managed and under-advised
What does the size of a firm's assets under management tell you about what they do? Not much.
The Producers
Who pays your advisor?
Fulfilling Needs
In what I think is evolving into a dialogue, Gordo Byrn follows up on my Five Questions(tm) (if Apple...
The Clear Value of Planning
My title is a play on Gordo Byrn’s piece from this morning. Perhaps like him, my career in finance is...
Whither the free lunch
Over a decade ago, my former partner and I would be invited twice a year to a fancy luncheon, held at a...
People who shouldn’t hire me, part 3: “I want to be healthy but keep abusing drugs.”
Every one in my profession has seen this multiple times: the client who swears they want to be...
People who shouldn’t hire me, part 2: “this time is different”
Today I want to look at the bane of existence for everyone doing real financial planning, as well as the...
People who shouldn’t hire me, part 1: the market beater
In many industries and professions, a practitioner is advised to describe his ideal client, and try to...