Tag: advisor
The minority of Americans who have a financial adviser say they feel pretty good about where they are. It’s everyone else who is largely dissatisfied with their finances. Among the workers and retirees who consult a financial adviser, two out of three describe themselves as financially secure, and the others are presumably working on it…
Financial advisers have no shortage of clever strategies to dispense to their clients. The tricky part is getting the psychology right. Human beings have all kinds of hang-ups about money. Presumably, someone who’s walked into a financial adviser’s office has broken through the first barrier to getting help: denial. But even then, blind spots and…
