Looking for a financial advisor…
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I’m in my late 30s & recently found out I have a torn meniscus. I’ll be working from home for about a month while I recover from surgery. I mentioned it to one client, & his response was, “Wow,I guess my FA is getting old!” 😂 If you’re going to be working remotely for a few weeks but are fully available, do you tell clients you’re recovering from surgery, or do you simply say you’ll be working from home? How much personal information do you think is appropriate to share w/ clients?
It’s been awfully quiet this week, so let’s stir things up. 😄 What’s the wildest thing you’ve ever seen happen at work? I’ll start: Two married coworkers had an affair… it didn’t end well. They were both fired. Granted, this was about 20 years ago, so times may have been different. What’s your story?
Tomorrow is Juneteenth and the markets will be closed. Out of curiosity, how do you feel about the relatively new market holiday? • Strongly support it • Neutral — a day off is a day off • Prefer the markets remain open • Doesn’t impact my business either way For those who have been in the industry a long time, has Juneteenth become just another market holiday, or do you still see mixed opinions among advisors, clients, and firms? Me, I like the day off.
Ask yourself the following question about FAs. If financial advisors are good at financial decisions, good at financial guidance, good at investing: why are they doing talking to you for a living, why aren't they rich?
Ubs1 after six years of derivatives in CS I know the FAs are scammers.
They aren't worth a shi*e. Post a query here would be a wise thing. What do you prefer? Property? Passive? Active? Precious metals?
Using an fa is paying someone else for discipline that most individuals lack
FA1 is right Meta - most people talk about staying all cash, or FOMOing into meme stocks, which ends up losing them money. That’s the benefit of a FA - a steady hand adhering to sound principles. That said, just like there are great real estate agents in a sea of bad ones, or good recruiters in a sea of bad ones, the same applies to Financial advisors.
Have you ever heard of the idiom... those who can do, those who can't, teach. FAs are fake teachers because they don't know jack. I learned this the hard way.
Hey OP, former advisor here. What are you looking for in an advisor? This is a big question as everyone does things a bit different. What is your "why?"