Don’t Confuse Google Search With Research

I am an investment advisor representative and a fiduciary. On a near daily basis, I talk to people about money. I am always fascinated to learn why clients do what they do, save what they save, invest where they invest and think what they think about money. I have been fascinated to discover that high net worth clients and those …

Decision Making In A Google Search Culture

I am an investment advisor representative and a fiduciary. On a near daily basis, I talk to people about money. I am always fascinated to learn why clients do what they do, save what they save, invest where they invest and think what they think about money. I have been fascinated to discover that high net worth clients and those …