A day in the life of a financial advisor
- Taylor Larimore
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Re: A day in the life of a financial advisor
Taylor
Thank you and best wishes.
Taylor
Hilarious.mcse37 wrote:A day in the life of a financial advisor:
http://www.youtube.com/watch?feature=en ... acqPzW0ukM
Thank you and best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle
Re: A day in the life of a financial advisor
Thank you so much,laughing tears
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
Re: A day in the life of a financial advisor
52% TSM, 23% TISM, 24.5% TBM, 0.5% cash
Re: A day in the life of a financial advisor
This is good. A lot of people have unrealistic expectations which is another way of saying that in some ways, they never grew up.
I do taxes on the side and try my best to give people one or two good ideas to consider so that they could improve their financial situation. Most people aren't all that interested. So I only press my ideas if people are interested. Many people, like the prospective client will never get it. The blame for poor finances will always be with someone else.
I do taxes on the side and try my best to give people one or two good ideas to consider so that they could improve their financial situation. Most people aren't all that interested. So I only press my ideas if people are interested. Many people, like the prospective client will never get it. The blame for poor finances will always be with someone else.
A fool and his money are good for business.
Re: A day in the life of a financial advisor
Other than the sentence disparaging index funds, everything he said was spot on. Brilliant.
Re: A day in the life of a financial advisor
I'd like to see Harry Potter and Warren Buffett at least try.
- Peter Foley
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Re: A day in the life of a financial advisor
I'm sure that for some of us it is like talking to our brother in law! Great clip.
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Re: A day in the life of a financial advisor
This clip describes a good bulk of investors, which is why most outside of the boglehead world need a good financial planner.
“Never ask anyone for their opinion, forecast, or recommendation. Just ask them what they have—or don’t have—in their portfolio.” -Taleb
Re: A day in the life of a financial advisor
I don't know, practically the first words out of the customer's mouth were "I don't want to pay fees."
I can relate.
I can relate.
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Re: A day in the life of a financial advisor
Paying a reasonable fee would be worth the rescue from a few costly mistakes described in the video.
“Never ask anyone for their opinion, forecast, or recommendation. Just ask them what they have—or don’t have—in their portfolio.” -Taleb
Re: A day in the life of a financial advisor
+1Toons wrote:Thank you so much,laughing tears
Yes, I did see this before, but still,..., made me LOL.
I just loved that last statement by the FP.
- abuss368
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Re: A day in the life of a financial advisor
Hi mcse37,mcse37 wrote:A day in the life of a financial advisor:
http://www.youtube.com/watch?feature=en ... acqPzW0ukM
Thank you for that clip.
Priceless!
Best.
John C. Bogle: “Simplicity is the master key to financial success."
- ruralavalon
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Re: A day in the life of a financial advisor
Great clip, thank you very much
"Everything should be as simple as it is, but not simpler." - Albert Einstein |
Wiki article link: Bogleheads® investment philosophy
- pennstater2005
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Re: A day in the life of a financial advisor
Hilarious! Index funds are not diversified….riiiight.
“If you think nobody cares if you're alive, try missing a couple of car payments.” – Earl Wilson
Re: A day in the life of a financial advisor
Yes, when all else fails, eat the young.
"..the cavalry ain't comin' kid, you're on your own..."
- bertilak
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Re: A day in the life of a financial advisor
Very funny!
Especially the part about those risky index funds! I wonder if he charges a fee for recommendations of non-risky funds. No wonder people don't like fees.
Should be called The Smug and the Clueless.
Especially the part about those risky index funds! I wonder if he charges a fee for recommendations of non-risky funds. No wonder people don't like fees.
Should be called The Smug and the Clueless.
May neither drought nor rain nor blizzard disturb the joy juice in your gizzard. -- Squire Omar Barker (aka S.O.B.), the Cowboy Poet
Re: A day in the life of a financial advisor
This is so funny.
I think this is how a conversation with my parents would go :\
I think this is how a conversation with my parents would go :\
Re: A day in the life of a financial advisor
Laughed to tears! Thanks.
- noyopacific
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Re: A day in the life of a financial advisor
Excellent!
I found another one: "The wrong financial advisor."
http://www.youtube.com/watch?v=Vv4HQG2Hz0I
I found another one: "The wrong financial advisor."
http://www.youtube.com/watch?v=Vv4HQG2Hz0I
The information contained herein, while not guaranteed by us, has been obtained from from sources which have not in the past proved particularly reliable.
- Taylor Larimore
- Posts: 32842
- Joined: Tue Feb 27, 2007 7:09 pm
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Re: A day in the life of a financial advisor
Obviously a Boglehead creation. Halarious!noyopacific wrote:Excellent!
I found another one: "The wrong financial advisor."
http://www.youtube.com/watch?v=Vv4HQG2Hz0I
Thank you and best wishes.
Taylor
"Simplicity is the master key to financial success." -- Jack Bogle