Looking for a financial advisor…
2
I was just separated from my company this morning. After being put on a PIP plan (which btw came as a surprise). Never not once was I told that I’m doing something wrong. In the end, I think I was put on this ridiculous plan because one of the executives stopped liking me. Ever since then, I’ve been targeted up until this point. What do I do?
Our VP mandated that all cameras must be on for every single internal Zoom call. No one is happy. We’re supposed to be hybrid now, but this feels like a passive-aggressive way to make sure we’re sitting rigidly at our desks in full business casual at home. Was never like this when we were fully remote. Is this a reasonable expectation for a modern workplace?
I’m in my late 30s & recently found out I have a torn meniscus. I’ll be working from home for about a month while I recover from surgery. I mentioned it to one client, & his response was, “Wow,I guess my FA is getting old!” 😂 If you’re going to be working remotely for a few weeks but are fully available, do you tell clients you’re recovering from surgery, or do you simply say you’ll be working from home? How much personal information do you think is appropriate to share w/ clients?
Ask yourself the following question about FAs. If financial advisors are good at financial decisions, good at financial guidance, good at investing: why are they doing talking to you for a living, why aren't they rich?
Ubs1 after six years of derivatives in CS I know the FAs are scammers.
They aren't worth a shi*e. Post a query here would be a wise thing. What do you prefer? Property? Passive? Active? Precious metals?
Using an fa is paying someone else for discipline that most individuals lack
FA1 is right Meta - most people talk about staying all cash, or FOMOing into meme stocks, which ends up losing them money. That’s the benefit of a FA - a steady hand adhering to sound principles. That said, just like there are great real estate agents in a sea of bad ones, or good recruiters in a sea of bad ones, the same applies to Financial advisors.
Have you ever heard of the idiom... those who can do, those who can't, teach. FAs are fake teachers because they don't know jack. I learned this the hard way.
Hey OP, former advisor here. What are you looking for in an advisor? This is a big question as everyone does things a bit different. What is your "why?"