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 …
Category: Advisors
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 …
My Conversation with an Ultra-Wealthy & Unknowing Investor
Very recently I had a fascinating conversation with someone who is very wealthy, and completely ignorant of financial advisors. He does not have an advisor, and he further believes that very few people have them or need them. I found …
Read More "My Conversation with an Ultra-Wealthy & Unknowing Investor"
Shutdown Day 25: Not the Worst Statistic
Today marks day 25 of the partial federal government shutdown, the longest shutdown of the government in recorded history. It is a true statement that the shutdown is not only remarkable for its length but also because it has been …
Nicholas W. Stuller 