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behaviorgap

  1. In volatile times buy and hold investing is not a strategy, its a prayer--Kenneth R. Solow
  2. No matter how great the strategy, occasionally one need look at the result--Churchill. New Sketch: http://yfrog.com/4apzvsj
  3. Do CFPs really put clients first? http://is.gd/51TIG You really should chime in on this, thx to @dull_investing for sharing his opinion!
  4. Becoming a fan of @dull_investing May not agree all the time, but it is great to see someone with an OPINION in our industry
  5. @BillWinterberg What is the "right" way to bill? Flat fee or hourly for planning AND a AUM fee for investment management?
  6. @PJSacchetta Really? There is an entire industry of folks selling things people don't need to make a commission and CALLING in planning
  7. @PJSacchetta my definition of a REAL planner is someone I would trust my mothers money with, almost regardless of what they call themselves.
  8. @PJSacchetta How about all the life insurance sales folks or stock brokers pretending to be planners...
  9. @Dull_Investing I charge an AUM fee, AND have told clients to take $ and pay off mortgage AND don't bill on cash or short-term...
  10. Does Billing on Assets Make you evil? http://bit.ly/7FNodH
  11. If you are a CFP or a REAL Planner of any sort, please take the time to read and comment on this http://bit.ly/7FNodH
  12. @petewarden 20 minutes from the house...
  13. @petewarden Thanks for the tip Pete: http://bit.ly/7LohQs Great article. Ever in Vegas bring your MTB.
  14. @JonChevreau Thanks Jon!
  15. @RussThornton chimes in @MStarAdvisor blog. When "assisted suicide" is used in a planning context its got to be good...http://bit.ly/vFewZ
  16. @BillWinterberg Great point. I guess you can call it an IPS or you can call it a letter to open opened before you do something stupid.
  17. Are You an Order Taker, or a Trusted Advisor? Tell me your thoughts here: http://bit.ly/vFewZ
  18. If client panic sold in March, and now wants back in because "things have cleared up", do you allow it on your watch? http://bit.ly/vFewZ
  19. Note to self: "Open When I Feel Like Increasing My Equity Exposure" http://bit.ly/vFewZ
  20. The Problem with Financial Plan Projections is: REALITY! http://bit.ly/1BrHpJ