Not quite sure why, but yesterday I had a very vivid memory of a specific experience I had at Merrill Lynch.
See if it makes as big an impact on you as it does on me (years later).
I had been a broker with Merrill Lynch for 8 or 9 years, so this would be approximately 2001-2002 [...]
Category Archives: Uncategorized
Wall Street Wirehouse Flashback
January 27, 2010 – 3:08 pm
Am I OK?
January 21, 2010 – 1:15 am
I’ve been delivering financial advice to families for over 16 years, and while the question is often asked in a variety of flavors, I think most people really just want to know “Am I OK?”
With that in mind, here are a few sample questions to help you better frame your financial decisions:
I’m ____ years away [...]
An Industry Like No Other
January 19, 2010 – 6:46 pm
“The financial services industry — including banks, brokerages, and insurance companies — is unique among all others. Through effective advertising and marketing, it’s been able to evade being painted with the brush other underperforming industries have, and in most cases, their well-designed sales pitch has allowed them to effectively prey on the emotional desires of [...]
Your Money Or Your Life
January 18, 2010 – 5:43 pm
“We all have one life and one chance to make the most out of it” is the foundational belief that I’ve built my financial advice business upon.
Unfortunately, many in the business of delivering financial advice seem to see your money and your life as important, but competing, objectives that you have to choose between.
A couple [...]
Product Sales and Financial Advice
January 6, 2010 – 4:36 pm
I’m a professional advisor.
I have strong opinions.
I love what I do.
But it wasn’t always this way …
I used to be in product sales.
It’s August, 1993, and I’ve just been hired as a “financial consultant” with Merrill Lynch in Atlanta, GA. My first 3 months at Merrill Lynch were focused on 2 things:
Studying to pass the [...]
