Don's Monthly Newsletter: "Does the typical Financial Advisor make a big enough difference?" - November 2013
I have a friend who is an executive with a famous discount broker. Of course he defends his turf. He defends it to the point of throwing out a challenge. Name one thing a full service Advisor can do that we can’t do. The immediate response is to react harshly. One thing? I’ll name a million things. Then you start to think about it. He just might have the typical Financial Advisor over a barrel.