Top Questions to Ask a Financial Planner ...and our answers.

It’s time to hire a financial advisor, you know you need help but how do you find the perfect advisor for you? The answer isn’t always clear, but here are the critical questions you need to ask and understand to see if the financial planner is right for you: Do you focus on financial planning or are you focused on investments? Under current law, anyone can call themselves a financial planner. In fact, you will find many investment advisors, stockbrokers, insurance agents and other financial product salespeople calling themselves ‘financial planners’. It’s important you understand if their focus, and potential biases, are towards a specific financial solution. Here are two things we think

Effective Team?

How do you know if a team is effective? Terry and I recently traveled to Boston for a conference and a part of the conference focused on “Team Effectiveness and building great teams.” According to Webster’s Dictionary, team (verb) – come together as a team to achieve a common goal. Webster’s definition of effectiveness (noun) – the degree to which something is successful in producing a desired result; success. However, how do you know if a team is effective? There are 3 ways the speaker concentrated on to measure effectiveness The team accomplishes its purposes and those it serves are getting what they need. The team becomes increasingly capable over time. Members learn, grow, develop as a c

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