? 1:30 - How to tell your adviser isn't Bernie Madoff 4:33 - Adviser fees 6:31 - Missing the 10 worst days of the year Here is the transcription for this video
Mullooly Asset Show Episode 14
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Advisors Should Be More Like Doctors
Tom and I have used a doctor-advisor analogy before to explain the confusing topic of dual-registration. We wondered how people would feel if they went to their doctor and were prescribed medication, only to find out afterwards that their doctor was also employed as a...
Titles Matter Less Than Compensation Method
When it comes to financial advice, there's a lot of ambiguity surrounding titles. The list is a mile long and includes names like: financial consultant, fee-based advisor, account executive, associate, financial advisor, investment adviser, financial planner, wealth...
Managing Client Expectations
James Osborne, from Bason Asset Management, recently published one of the more important articles we've stumbled across lately. He talks about the all-important aspect of client-advisor expectations, and how to manage them. There are 2 important 'expectations'...
