A thought-provoking book that asks:



financial advisor

Financial Advisors, Are You a Doctor or a Pharmacist?

How Financial Professionals Can Get In The Way:  Many advisors unwittingly (or in some cases, not so unwittingly) tap into or add to people’s already existing fears. They don’t explain the difference between voluntary and involuntary philanthropy. When people regularly respond, “Well, no, we’ll need that money for us and the kids,” many financial professionals conclude that the conversation is over. Additionally, the
Read More