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 Wellness
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 …
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 …
“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 …
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 …
Revelation at a Firehouse Pancake Breakfast
I live in a very small town about two hours outside of Manhattan and like many of them around the country, my local volunteer fire department sponsors Pancake breakfasts to raise money. I think I may have been to one …
Suze Orman: Another Personality Bashing Advisors
On January 2nd 2019, ThinkAdvisor interviewed Suze Orman, a best-selling author, former stockbroker and former media personality on CNBC and on January 3rd Barrons referenced the same article quoting many negative points about advisors. In short, Ms. Orman made a …
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My New Company Was Selected for the Envestnet|Yodlee Incubator Program
For the past 18 months I have been quietly working on my new company, which is www.myperfectfinancialadvisor.com a new application intended to be the “eharmony” of matching investors or consumers to their ideal financial advisor. It is “new” because up …
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I received the first copy of my book!
This past Saturday I received a small supply of books in advance of a talk I had scheduled. I am very proud to finally hold my book! Looking forward to the official release in 28 days!
Financial Fitness and Physical Fitness: Equal Wellness Issues
Over the past several years I have noticed a growing convergence in the level of importance of financial fitness and physical fitness on behalf of both employees and employers. I have seen many fin-tech companies that provide a unique solution …
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Nicholas W. Stuller 