Conflicts of Interest and the Trusted Advisor
The advisor/investor relationship contains ripe territory for real or perceived conflicts of interest. With proper handling, these potential pitfalls can be resolved before they sabotage the success of a financial plan.

Does Your Investment Advisor Have an Audited Track Record?
With the recent market turmoil, investors are looking for more credibility and transparency from their advisors. Institutional investors have long demanded audited track records from advisors to confirm performance claims. Now many private investors are doing the same.

Trust Equity: Critical Link Between Investors and Advisors
Trust builds equity between investors and advisors. Wealth advisors today are giving more attention to what is being termed "life planning," or "client-centered planning," to help establish trust with investors.

How to Manage Your Team: Don't Cede Control of Your Wealth to Investment Advisors
Most of my advisors have told me "It's best for us to be your quarterback and oversee all your investments vs. having multiple firms manage your money."

How to Select a Family Office As Wealth Manager
A primer on what to expect in terms of service and capabilities.

Which Advisor is Best?
Advisors don't provide audited track records. So how do you shop for the best? Answer: Very carefully.