Kimberly Clouse describes how to turn your next meeting with your advisor into a substantive and valuable review of the relationship. Money Milestone: Talking with Your Advisor More Openly covers several key topics.
Last month Knowledge@Wharton interviewed Charlotte Beyer about her recently published book, Wealth Management Unwrapped, covering topics of active versus passive investing, how to assess risk and what builds trust in the investor advisor relationship. The 18 minute interviewed can be viewed by clicking here.
In this November interview with Wall Street Journal reporter, Veronica Dagher, asks Charlotte Beyer to describe common misconceptions advisors have about the rich. Beyer then explains how courage can overcome misunderstandings in the investor advisor relationship.