Are You a Wealth Manager or an Investment Facilitator?

Are you a wealth manager or an investment facilitator?

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Comments (7)
Steve,

We couldn't agree more. We are huge proponents of a formal discovery process that goes well beyond financial vital statistics to uncover people's relationship with money and with those other important people in their lives. This includes behavioral based questioning and designing portfolios to keep these investors from being their own worst enemy.

The lack of emphasis on this type of discovery is why the gap between investment performance and investor performance continues to be so large. John Bogle calls this the Grand Illusion (read more herehttp://www.kanecarlton.com/blog/2012/04/07/the-grand-illusion/)

In fact, we are giving a webinar on this very topic on Wednesday, June 20 at 3 p.m. Eastern. You can register at the following link:

http://www.bisanet.org/?page=SEWebinars

Posted by Thomas K | Tuesday, June 19 2012 at 11:01AM ET
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Posted by ylbyluke b | Saturday, April 06 2013 at 8:28AM ET
Help me choose my dress!!
Posted by ylbyluke b | Saturday, April 06 2013 at 8:28AM ET
When to start wedding dress shopping
Posted by sneakerloubouti a | Saturday, April 13 2013 at 8:28PM ET
When to start wedding dress shopping
Posted by sneakerloubouti a | Saturday, April 13 2013 at 8:28PM ET
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