http://www.fa-mag.com/printer.php?id_content=2&&idArticle=1387
I love these glimpses into the financial-journalist-industrial complex...
I love these glimpses into the financial-journalist-industrial complex...
I don’t recommend courting the press to market your business. What should you do? You should be the tortoise, not the hare. Keep plodding along, offering good service and good advice, playing down the importance of “portfolio return” numbers and getting the client to focus instead on cash flow and budgeting and risk management and retirement and estate planning. Listen to a client when he is troubled or worried about money. Help him to live a more productive, balanced and less wasteful life.
mickeyd said:Pretty sage advice IMHO. I wish more advisers followed it.