Tag: Financial Services

Jun
13

Liquid Millionaire – My response to Investor Chronicles review of Liquid Millionaire – Part 2

Hello,

Yesterday I mentioned that since writing my book Liquid Millionaire I have received lots of feedback both positive and negative. I also said that Investors Chronicle had recently wrote a negative review about Liquid Millionaire.

As well as many of my clients being angry about the inaccuracies of the review, I also felt that parts of the review were false. This of course is my opinion and you may think differently.

But just like in a court of law, you have to hear both sides of the story.

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Jun
11

Liquid Millionaire – My response to Investor Chronicles review of Liquid Millionaire - Part 1

Hello,

Since writing my book Liquid Millionaire I have received lots of feedback both positive and negative.

Recently Investors Chronicle wrote a negative review about Liquid Millionaire. As well as many of my clients being angry about the inaccuracies of the review, I also felt that parts of the review were false. This of course is my opinion and you may think differently.

Continue Reading

Nov
27

How to Make Sure Your Financial Advisor is Helping Not Hurting

The biggest problem that people have regarding the financial services industry is whether they can trust their financial advisors.

People simple don’t trust financial advisers.

In Part 1 of this series I gave you 4 questions to ask your financial advisor to make sure they are helping you and not hurting.

Today, in the final part of this series, I am going to provide you with a further 6 questions to help ensure you get the best possible service from your advisor.

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Nov
25

How to Make Sure Your Financial Advisor is Helping Not Hurting

The biggest problem that people have regarding the financial services industry is whether they can trust their financial advisors.

People simple don’t trust financial advisers.

If you currently have an adviser, and you are unsure whether they are hurting or helping, and whether they have your best interests at heart, then this two part series of blogs is for you.

Today and on Friday I will provide you with a series of questions to ask your advisor in order to ensure they are providing you with the best possible service.

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