July 2009
2 posts
Episode 11: The Coffeehouse Investor Story
Today’s episode focuses on Bill and the Coffeehouse Investor journey. In the early 90s, Bill stepped away from his work at Smith Barney. He perceived an enormous opportunity evolving within the investment industry, including how individuals access financial advice and integrate it into their portfolios and lives. Bill processed this huge shift from defined benefit plans to defined...
Episode 10: The Questions You Should Ask Yourself...
What should a person consider when debating whether to work with a financial advisor?
A large number of people currently with a financial advisor are UNHAPPY with their current advisor. So, we come back to the question, why would you hire a financial planner?
Some of that unhappines may come from misplaced expectations. When Carl sits down with a prospective client, he’s meeting...