The goal isn't for the advisor to divorce him or herself from the brand, but rather to go beyond it.
More Quotes from John Nersesian:
We think the concern is well-founded, and that's not based on a prediction that inflation will be higher in the future, but we find that the impact of inflation is often underestimated in the planning process. Small numbers have a big impact over longer-term horizons.John Nersesian
The first question I ask an advisor is, 'What are you saying now when someone asks you what you do' Oftentimes the advisor says 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.
John Nersesian
Congress can address that dilemma, or growing probability of AMT exposure, by passing legislation that retroactively reduces that bite, and it would probably be as simple as maintaining or increasing the exemption amount.
John Nersesian
The REIT market is liquid, there are low transaction costs in terms of getting in and out, and you avoid the maintenance headaches of ownership (while maintaining exposure to an asset class) that could perform well in theory should inflation go up.
John Nersesian
If I want to build wealth to transfer to the next generation, I can let it grow on a tax-free basis.
John Nersesian
Rebalancing doesn't work every time. It works over time.
John Nersesian
Readers Who Like This Quotation Also Like:
Based on Topics: Goals QuotesNo virtue is safe that is not enthusiastic.
John Robert Seeley
It is important to remember that the Pacific Ocean covers a quarter of the world's surface and that each Pacific country has its own cultural, historical and ethnic identity.
Jenny Shipley
And the blood of brave men was shed like unto the shedding of rain from a black cloud.
Ferdowsi