Is your Broker Driving your BMW?
Submitted by Concierge Financial Planning, LLC on February 10th, 2016
“Oh, I’d pick the one with the fancy car,” replied Mimi, a member of my investment club, in response to a question I had asked the group about choosing an investment advisor. I could not believe my ears! I had asked if they would choose the advisor in the fancy suit with the expensive BMW or the advisor with the well-worn handbag and a Honda CRV. Had I taught these ladies nothing?