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: Financial Planning
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 