Earlier this month I donated a Kidney to a family member in dire need. I wrote about the entire experience on my company’s website, but in short, I wanted to demystify the entire experience so that fewer people would have …
My September 11th Story
On 9/11 I was in Paris, France to attend an industry conference. I brought my girlfriend, arriving a couple days earlier as we had planned a vacation after the conference with travel to London and Amsterdam. When the planes hit …
Investors Can Now Get Matched to Their Ideal Financial Advisor
Today is an exciting day for me and the team at http://www.myperfectfinancialadvisor.com as we made the system available to investors! For investors, our new product is a free and objective way to get a financial advisor that is ideal for …
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Stumbling into Real Feedback
Financial advisors who want real feedback from clients spend a great deal of time pondering how to get it. They do surveys using tools like Survey Monkey, hire consultants, send emails and directly ask clients how they are doing. Getting …
Advisory Teams: Hunters or Farmers?
Use proven tools to make the best hire
Advisors and Client Segments
Advisors know a lot about their clients on an individual basis. Their assets, history, needs and wants, are normally well understood in order for the advisor to provide the best possible advice. However, many advisors still do not know how …
The biggest risk to advisors
Advisors face a significant risk that is rarely written about or discussed in public forums and that is an alarming percentage of clients do not fully understand what their advisor does, in enough specificity to be useful to either party. …
MyPerfectFinancialAdvisor and why I started it
Yesterday, June 12th 2019 was a very exciting day for me and the team at www.myperfectfinancialadvisor.com as we launched our new product. Yesterdays release was to allow financial advisors who pass our diligence to join the platform. If you are …
Service Lessons: Delta Airlines Fail and Save
The financial services industry would do well to learn from the customer service shortcomings and successes of other industries. I especially am paying close attention to how other industries serve their clients as I embark on building my newest fintech …
“I Do Not Know What My Advisor Does”
I attended a cocktail party a short time ago and met with a senior executive that works at a technology firm. She and I engaged in a conversation about what we each do, and she shared a concern that her …
Nicholas W. Stuller 