Financial advisors, the relationship
December 10, 2018
I’m Miriam Neff-with STARTING OVER FINANCIALLY,-and I’m Valerie Neff Hogan, and we’re here to talk about money
M Research shows that people with money to invest are more interested in developing and maintaining good chemistry with a financial advisor than the products they are recommending. Yes, its great to have a good relationship, but you aren’t looking for a friend, you are looking for a trustworthy person to bring desired growth to your portfolio.
V Your best investment is educating yourself. First, what are your goals. How to achieve them starts with learning. There’s a wealth of good resources. A few of our favorites are The Intelligent Investor, by Benjamin Grahm and Unstoppable by Toni Robbins. (note you are looking for good financial wisdom related to money)
M Time well spent and confidence well earned will be your reward.