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: Investing
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 …
“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 …
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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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Pros and cons of fully delegating to your advisor
A couple days ago, I was doing a talk (my book release and book signing event) and during the question and answer period I was asked a great question by Bill Kelly, the CEO of The CAIA Association. His question …
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Nicholas W. Stuller 