Tag: Smart Client

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5 things a financial advisor should do for you…

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I do many of these things and keep wondering how to charge for it…However if you do have a FA he should do the following for you: 1. Do not choose that instrument: He should have the guts and knowledge to say what kind of financial instruments YOU as the client should not touch. This […]

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Investor Story: Adviser’s version

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Dear Mr. Subra I am writing this to you – but please do not disclose my name and email id – many of my clients read your blog. The ratio of articles that you write against the adviser is quite a lot, but you also write some articles favoring them. Hence I decided to write […]

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