Relentless - The Blog

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    Financial Advisor

    Fee-Based vs Fee-Only: Which Should You Choose?

    ​​The question of advisor compensation is central to establishing the relationship between advisor and client – and if it’s not, it needs to be. Clients are sometimes uncomfortable bringing up the issue, because talking about money isn’t easy. Also, not all advisors are forthright about how they are compensated, so it’s important for clients to be well-informed before deciding on the advisor that’s right for them.  

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often.  Imagine you meet with a...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry....

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...

    Which Side are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    The Worst Financial Advisor

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...

    The Illusion of Certainty

    I was fortunate to be near the water for a period of time this past summer. I like to be out in the...

    Are You Running with the Herd?

    "It's impossible to produce superior returns unless you do something quite different from the...
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