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Improving Your Financial Plan
Transcript of Improving Your Financial Plan
is worse than bad advice. Wise decisions begin with
wise counsel. is best suited
to become a reality. Plan well. Grow. When you know better, you do better.
-Maya Angelou A DREAM SEC (Securities & Exchange Commission) Study 2012 Step 1 - Know the adviser
Not just kind, but capable
Strong analytical ability in statistics, risk, finance
Not a "salesperson"who gets advice from main office
Holds a degree in or has a strong finance background
No commissions. Adviser fees are 1% or less
Not bound to a brokerage firm
High ethics Step 2 - Know the firm
No required sales quotas
No company products to sell
No purchased inventory to sell
No investment banking with client funds
Strong track record and history Step 3 - Know the tools and processes
Sound gathering and iterative processes
Milestones and timelines, accountability
Novel, understandable tools and concepts that provide results DAVID STACKPOLE MBA, MFP Scholarship recipient
College of William & Mary Superior performance
Georgetown MBA Invited to write for Investor's Business Daily Nationwide
Endorsed by Steve Forbes as an important morning read Published by Morningstar Used by 26 countries
Rating system used by industry as standard of investment quality Investment Research The Market for Financial Advice - An Audit Study -Harvard, MIT, University of Hamburg (2012) “These results strongly suggest that advisers try to dissuade
clients from investing in an efficient portfolio, likely because this minimizes the fee income for the adviser...particularly pronounced
for wealthier clients ..."
"Advisers who are interested in providing better advice might
be unable to gain market share if biased investors
are unable to differentiate good
from bad advice." Investor Presentation for Community Films
Foundation Click on screen to enlarge and play Your harvest reflects your quality of labor.
Goals and dreams spring from careful thought and much attention. To begin, CALL 434.202.7155 Securities and advisory services offered through LPL Financial,
A Registered Investment Advisor Member FINRA/SIPC "U.S. retail investors lack basic financial literacy and lack
critical knowledge of ways to avoid investment fraud." -Sophocles LPL Financial
1410 Incarnation Dr. 22901