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03
Mar
Broker or Advisor?
Who should you be working with to maximize your wealth? Based on the NY Times article by Paul Sullivan find out the difference between the two and what you should be looking for when it comes to choosing a financial professional to work with.
March 3rd, 2010 at 6:09 pm
Free markets rock.
Ross
March 4th, 2010 at 7:11 am
Freedom. I’ll give the book as a gift—have the book wonderful
March 4th, 2010 at 7:35 am
Mark, you sent that book to me in the mail this week!!! I have read it last summer when it first came out and it tells the story!!!! We all want FREEDOM. Thank you again !!! Super delivery as always !! Keep up the good work !!!
March 4th, 2010 at 11:30 am
Love the new studio. Great message on the differences between brokers, advisors, and coaches.
March 4th, 2010 at 12:39 pm
Awesome set! Wow, you do everything first class!It looks even better than the talking heads sets. I’m looking forward to seeing you in the spring.
Mike Wiegand
Wisdom Financial
March 4th, 2010 at 1:22 pm
Fiduciary Standards are the key differentiation between brokers/financial advisors and Financial Coaches. We all need to stress this important advantage to our clients. The Fiduciary Standard does require a much greater responsibility for education of our clients and care for their interests, than the Suitability Standard. Neglect, therefore, is not acceptable.
March 4th, 2010 at 10:57 pm
Mark,
First of all free markets work and are the most powerful economic tool!
Is there a way from a financial incentive perspective that a coach is not tempted to sellout to a client trying to market time compared with an advisor or a broker? If not a person can only judge by the advisors/brokers/coaches actions and it may be too late at that point.
Eddie Overdyke
Atlanta GA
800 254 1027
March 5th, 2010 at 9:18 am
Mark…great topic and I like the shorter time frame on a specific topic for us to pass on to all of our clients.
Paul Drinkhahn
Prosperity Coaching Associates
March 9th, 2010 at 3:58 pm
First exposure to your website today. Nicely done. If advisors, coaches and brokers would all practice the golden rule of giving advice (Do NO Harm To the Client), we would have no need for over-reaching reforms being pushed out of Washington. A good discussion…kudos.
John Terry
President
High Street Securities, Inc.
March 17th, 2010 at 8:30 am
Мде …
Извиняюсь, хотел бы предложить другое решение….
April 12th, 2010 at 3:07 am
Не горю желанием смотреть………
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