Comments on: When should I see my advisor? http://www.thickenmywallet.com/blog/wp/2008/05/06/when-should-i-see-my-advisor/ Everything to do with thickening your wallet Wed, 01 Feb 2012 15:44:00 +0000 hourly 1 http://wordpress.org/?v=3.3 By: Riscario Insider http://www.thickenmywallet.com/blog/wp/2008/05/06/when-should-i-see-my-advisor/comment-page-1/#comment-10333 Riscario Insider Mon, 12 May 2008 01:44:03 +0000 http://www.thickenmywallet.com/blog/wp/2008/05/06/when-should-i-see-my-advisor/#comment-10333 Ditto about the advice. As John F Kennedy said, a rising tide lifts all boats. More than once, I've helped an investment advisor's client by developing an insured strategy. Have you shown the proposal, I'll ask. No, they'll reply. Why? Because because something "bad" happened to that client's portfolio. Best to wait I'll be told. Perhaps, but not best from the client's perspective. Ditto about the advice. As John F Kennedy said, a rising tide lifts all boats.

More than once, I’ve helped an investment advisor’s client by developing an insured strategy. Have you shown the proposal, I’ll ask. No, they’ll reply. Why? Because because something “bad” happened to that client’s portfolio. Best to wait I’ll be told. Perhaps, but not best from the client’s perspective.

]]> By: Dividends4Life http://www.thickenmywallet.com/blog/wp/2008/05/06/when-should-i-see-my-advisor/comment-page-1/#comment-10086 Dividends4Life Tue, 06 May 2008 23:40:46 +0000 http://www.thickenmywallet.com/blog/wp/2008/05/06/when-should-i-see-my-advisor/#comment-10086 > don’t judge people when things are going right, > judge them when things go wrong I like that! Adversity will always reveal the person'd true character. Best Wishes, D4L > don’t judge people when things are going right,
> judge them when things go wrong

I like that! Adversity will always reveal the person’d true character.

Best Wishes,
D4L

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