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 …
Is Sales a “Four-Letter” Word?
There are many advisors and investors who think “sell” is a four-letter word which conjures up images of slick, fast talking, booze-buying people that will say and do anything to make a sale. While there have been, and always will …
My unrealistic goal
I have a wildly unrealistic goal, and that is for every adult in the United States to hire a financial advisor. For such a change to happen in the next five years or so, is at least highly unlikely, and …
Face time: less is not more
Technology has brought us incredible advances in efficiency in all areas of life including the interaction between an investor and their financial advisor. The ability to provide a client with information, data, and advice anywhere and anytime brings a level …
Why investors are harmed by a lack of advisor marketing
There are many reasons why less than half of Americans have a financial advisor, but one of the major reasons is investors and consumers simply do not understand advisors and are unaware that there are professionals that cater to every …
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Always Learning
In the financial services industry it is mission critical to always be learning. The industry is so dynamic coupled with market moves, changing regulations and new technology it is important to read and learn. I subscribe to nine industry trade …
What the financial advice industry can learn from the American Dental Association
On Friday August 3rd I saw a full-page ad in The Wall Street Journal from the American Dental Association (ADA) encouraging people to use a dentist and discouraging people from performing do-it-yourself dentistry. ADA DIY Ad I literally had to read …
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Strengthsfinder: great book, great way of life
The Clifton Strengthsfinder program is a test that tells you what your top strengths are. The theory is do what you are good at, and avoid what you are not good at. This Labor Day I think it fitting to …
I’m the product of good advice
My story is somewhat common, but is proof that quality advice is worth it. My father passed away at the age of forty-five in the early 1970s, leaving six dependents: my mother, four children, and my elderly maternal grandmother who …
The Journey Begins
Thanks for joining me! Good company in a journey makes the way seem shorter. — Izaak Walton
Nicholas W. Stuller 