How To Tell If You Are Getting Advice Or A Sales Pitch

March 31, 2015

I recently spoke with a friend who has been talking to advisors about retirement planning. Since I am always curious about the client-advisor experience, I asked her what she was told. After hearing her, I told her that she was not getting advice. She was getting a sales pitch. Continue reading “How To Tell If You Are Getting Advice Or A Sales Pitch”

Confessions of a Former Financial Advisor

June 05, 2013

I began my career as a financial educator 18 years ago, only they didn’t call me an educator. I was a 401(k) enroller and my job was to educate employees on the benefits of participating in their employer-sponsored retirement plan. I very much enjoyed speaking to the many different groups of people that made up the workforce but I wasn’t a big fan of the travel — and neither was my young, new bride. Continue reading “Confessions of a Former Financial Advisor”