Tuesday, 04 March 2014 17:43

What to expect with an advisor

The sweetest people come into my office. They are smart and kind, and they are trying hard to do well in their lives and in how they manage their money.

But they worry. They worry that I will think they aren't smart because they don't know the 'lingo' of investments. They worry that I will talk over their heads. And they worry that I might conclude that they are doing everything wrong.

Published in Money


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