Tag: yitw

Why I Work for You, and Not the Other Way Around

Your Survival Guy
Why I Work for You, and Not the Other Way Around

If you’re a client, you know you matter. We have a relationship. We talk about our families. You matter. In an industry where mega-investment-firms are acquiring medium-sized firms, what tends to get lost in the churn is you, the client—the one making it all work. Integration of your needs into a bigger firm’s desires is […]

Why I Work for You, and Not the Other Way Around
E.J. Smith – Your Survival Guy

How to Hire Investment Counsel: This is the Way

Your Survival Guy
How to Hire Investment Counsel: This is the Way

Real quick. You’re interested in hiring a financial advisor—one who’s held to a fiduciary standard by law, not some silly suitability one. You know you need help, but you just can’t make it happen because there’s resistance: No time, no real interest in digging into it, or you don’t know enough to explain to a […]

How to Hire Investment Counsel: This is the Way
E.J. Smith – Your Survival Guy

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