Best Quote by Tom Perez

“If we were not impressed by job titles, suits, and jargon, we would demand that financial advisors show us their personal bank statements before…

— Mokokoma Mokhonoana

The reason so many financial advisors are called brokers is because they are often broker than you.

— Robert Kiyosaki

Asking for financial advice from a financial planner is like asking a barber if you need a hair cut.

— Warren Buffett

Perhaps the most important job of a financial advisor is to get their clients in the right place on the efficient frontier in their…

— Harry Markowitz

Having a financial adviser enables the investor to carry a psychological call option. If the investment decision turns out well, the investor takes the…

— Hersh Shefrin

When you have an attorney giving you advice, it would be nice to know what their financial relationship is to the advice.

— Lowell Bergman

A good financial planner is going to do more than pick your funds.

— Dave Ramsey

If we assume that there are normal or standard income results to be obtained from investing money in securities, then the role of the…

— Benjamin Graham

“How long have you been a financial advisor? At least ten years is what you want to hear. Experience is an important factor. You…

— Suze Orman

“The fact is that the financial advisor must find ways to distinguish himself not just during the initial sales process, but equally importantly on…

— Sally Hogshead

Typically, when you ask a financial adviser sitting with a couple: Do you treat the man and woman differently? They say, "No!"

— Sallie Krawcheck

The financial advice market presents an impossible conundrum: in order to work with a financial planner, you must have enough money to be of…

— Alexa Von Tobel