Doctors Selecting the Wrong Financial Advisor [Video]

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Does it Seem Like this … Sometimes?

MD versus FA





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3 Responses

  1. Loved it!

    There is always a grain of truth; in jest.



  2. Critical Question: Who Taught Your Financial Planner?

    Table Bay Financial recently distributed an email to its trainees offering a Maserati to advisors who sell $7.5 million of annuities in 2014. Could the lure of luxury cars incentivize a financial advisor to recommend investments that aren’t in a client’s interest?

    This is a great reminder that when hiring a financial planner, don’t just ask him what he knows. Ask who taught him what he knows.

    Click here for a short, simple list of qualities to look for when hiring an advisor that will always look out for your best interest.

    Lon Jefferies MBA CFP®


  3. Working Hard for YOUR Money

    Financial advisors have several options for earning income. Some are commission-based, meaning they earn money based on the clients they refer to particular investments. Other advisors are fee-based, meaning they earn money by charging you either a flat fee or a percentage of the investments they manage.

    But, even among fee-based advisors, some are bound to a fiduciary standard, meaning they must put your interests first, while others are only bound to a suitability standard, meaning they’re only required to make suggestions that are consistent with your best interests.

    Your financial advisor should be able to quickly explain which of these types applies to him or her.



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