Attorney

Not Everyone Needs A Financial Advisor

There are millions of people who never use the services of accountants, advisors, attorneys, brokers, or other professionals. read more »

Posted March 19th, 2007 by lauramba

Financial services should be delivered, not sold

The ABC's of a Financial Education

AVOID:
Popular magazines, books, and personalities.
Most seminars (most are offered by sales professionals).More... read more »

Posted March 17th, 2007 by lauramba

Talk to respected professionals to find other respected professionals

The best tip I can pass on to you regarding referrals is to be very picky whom you ask. read more »

Posted March 16th, 2007 by lauramba

First step in finding the right professional

There are usually one or two compelling questions that motivate a person to seek financial help. read more »

Posted March 3rd, 2007 by lauramba

Finding a good advisor is critical

I am often asked to help find the right financial professional. Here are some simple steps that I will outline in upcoming postings.

1. Define Your Questions and Needs
2. Ask Around read more »

Posted March 2nd, 2007 by lauramba