When we speak with leading advisors, those that really take their practice seriously, the really good ones do have client advisory boards. They are willing to spend the time and effort to embrace other methods or practices.
More Quotes from 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
Rebalancing forces the investor to do what is typically emotionally uncomfortable but financially productive. Emotional biases tempt us to chase performance. An advisor can bring an objective third party perspective that's more rational.
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
The goal isn't for the advisor to divorce him or herself from the brand, but rather to go beyond it.
John Nersesian
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