notices - See details
Notices
MM
Mark Maisonneuve, CFA (not verified)
26th November 2018 | 10:32am

Much good advice here and all actionable.

One thought on value over Google. There is a value to an advisor doing the same search on Google as a client: the advisor knows which of the first two pages of links (nobody goes past those) to ignore and upon which to focus. In the pre-Internet world data was expensive. Now it is near costless but discerning wisdom from data is valuable and time-crunched successful people are always willing to pay for that.