Financial Advisors - The Relationship

I’m Miriam Neff and I’m Valerie Neff Hogan with Wise Women Managing Money.

M Research shows that people with money to invest are more interested in developing and maintaining good chemistry with a financial advisor than the products they are recommending.  Yes, it’s great to have a good relationship, but you aren’t looking for a friend, you are looking for a trustworthy person to bring desired growth to your portfolio. 

V Your best investment is educating yourself.  First, what are your goals?  How to achieve them starts with learning.  There’s a wealth of good resources.  A few of our favorites are The Intelligent Investor, by Benjamin Grahm and Unstoppable by Tony Robbins. (Note you are looking for good financial wisdom related to money)

M Time well spent and confidence well-earned will be your reward.