Monthly Archives - September 2012

Every Financial Advisor Has Failed Its Clients In Some Way

Every Financial Advisor Has Failed Its Clients In Some Way

“All I have to do is make the financial investments myself.” These were the words of a potential client. A successful professional, he went to a business planning company to set up his payroll and 401k account. After the meeting, he told me that he would no longer need my services. After all, it will only cost him seventy-five dollars a year to put the 401k in place. All that was left for him was to follow the template they provided [...]

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