by Niall J. Gannon, Author of Tailored Wealth ManagementNiall J. Gannon, Tailored Wealth Management: Exploring the Cause and Effect of Financial Success, published 2019 by Palgrave Macmillan and reproduced with permission of SNCSCThere are several categories into which financial advisors fall. We shall address the pros and cons of each:The In-Sourced or Outsourced … [Read more...]
Financial Advisers: Why It’s a Myth They’re Just for the Rich
When you think of the term "financial adviser," do you picture a rich millionaire sitting across the desk from a high-priced money manager in a posh high-rise office? A lot of people do. And, in fact, the wealthy do use financial advisers to manage their money. But financial advisers are by no means “just for the rich.”If you're not a millionaire, you may think you're doing … [Read more...]
What You Should Look for in a Financial Advisor
Let’s say you’re a UK expat working in Asia seeking some financial advice, and at a dinner you’re introduced to Mr. X – whose business card reads ‘Financial Advisor’. How should you judge Mr. X? What should you be looking for in a Financial Advisor?First, let’s look at what you’d expect from a financial advisor, based anywhere in the world:Experience: finance is … [Read more...]
Selecting a Financial Advisor Made Easy
The following post was originally published on WealthminderWe all understand getting our financial house in order is important, but making that a reality isn’t easy. There are lots of options out there to get professional assistance, but selecting a financial advisor can feel like a daunting task. It doesn’t have to be. Debunking common myths about financial … [Read more...]
5 Ways to Spot a Terrible Financial Advisor
The following post was originally published on WealthminderI caught up recently with friend. Let’s call him Jake. Jake is one of those gregarious personalities that fills a room. Everybody who meets Jake immediately likes him, myself included. And, boy, can he talk – out of trouble, into jobs, you name it. Jake was a B student at a mediocre college. For years after … [Read more...]
