Has the financial advisor created personal wealth using their preached philosophies?
That is a difficult question. I would say that my savings and investment discipline has put me ahead of the game, so far. Again, my portfolios are invested in the same fashion as our clients. Wealth is difficult to define. 10. Does the financial advisor preach to be a genius? If so, be wary, most good financial advisors are not geniuses. No, I am far from being a genius. 11. Is your financial advisor influenced by day-to-day fluctuations? Absolutely not. This is evident in our portfolios. If we buy a company at say $30, and we like it at that price, then all things being equal, we would love it at $10. 12. Is your financial advisor concerned with benchmarks and window dressing? No, again, this is evident in our portfolios. 13. How does your financial advisor get new investment ideas? a. We might come across a company via a friend, observations of children, and observations at work. Then we will investigate the financials of the company. b. We will try to project their future earnings.
