Financial advisor value propositions
February 9, 2017 by Dave
Filed under Investing, Investor Behaviour, The Value Of Advice
A discussion of how a financial advisor may add great value or perhaps none at all, depending on the subject in question.
Audio podcast – How You Pay Me Through A Service Fee
January 24, 2017 by Dave
Filed under Mutual Funds, The Great Goals in Life, The Value Of Advice
As I work towards creating a podcast to supplement client communications, below is a a short audio file that explains how you, my valued clients, pay me through an embedded service fee mechanism. Please have a listen and of course just ask if you have any questions.