Advisors matter Article posted by Robert Kerzner Throughout the world, legislators and regulators are banning commission-based advice. Even here is the U.S., there has been much discussion about instituting a universal fiduciary standard, which would effectively ban commission-based advice. The problem is, our research has shown that most people are willing to far less than the cost of providing that advice.
Stock market signs and predictions: déjà vu all over again? Article posted by Jason Kestler According to Warren Buffet, “There is no great mystery to the stock market. The longer I follow it, the less complicated it actually becomes. Buy stocks when they are cheap and everyone is afraid to own them. Don’t buy stocks when they are expensive and everyone is afraid of getting 'left behind.' In other words, be fearful when others are greedy, and greedy when others are fearful.”
How to annoy your audience Article posted by Michael Goldberg I see this scarcity mindset all the time with financial advisors that are looking to deliver seminars and “network” when, in essence, they’re looking to simply set appointments to explain “the value of their work.” It’s no wonder insurance agents and advisors get such a bad rap.