August 2009 - Posts - Simple Equation

August 2009 - Posts

Confidence or Expertise?

Posted by Harish Rao at 
When engaging the services of a Financial Advisor / Investment Counselor, what is it that you value most? Confidence or Expertise. (click below to listen to a podcast with Harish Rao on choosing an investment advisor) Most Investment Advisors (IA) I have spoken to seem to be convinced that it is Confidence. Some reason that Confidence stems from Expertise...