The first question I ask an advisor is, 'What are you saying now when someone asks you what you do?' Oftentimes the advisor says: 'I am a vicepresident with x brokerage.' This is too generic, and it's not client-centric.
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This quote is just one of 9 total John Nersesian quotes in our collection. John Nersesian is known for saying 'The first question I ask an advisor is, 'What are you saying now when someone asks you what you do?' Oftentimes the advisor says: 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.' as well as some of the following quotes.
The first question I ask an advisor is, 'What are you saying now when someone asks you what you do?' Oftentimes the advisor says: 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.
It's the emotional vs. the rational or logical. In many instances, people view these balances as found money, but there are few instances when cashing out makes sense.
The REIT market is liquid, there are low transaction costs in terms of getting in and out, and you avoid the maintenance headaches of ownership (while maintaining exposure to an asset class) that could perform well in theory should inflation go up.
This quote is just one of 9 total John Nersesian quotes in our collection. John Nersesian is known for saying 'The first question I ask an advisor is, 'What are you saying now when someone asks you what you do?' Oftentimes the advisor says: 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.' as well as some of the following quotes.