Important Questions to Ask Your Financial Advisor By Szifra BirkeMarch 14, 2017articles, interviews, money conversations, skill buildingadvisors, allocation, asking questions, avoidance, brokerage, brokers, commissions, conflict of interest, contests, dentists, difficult conversations, executive coaching, fee only, fees, Fiduciary, firms, Gavin Morrisey, incentives, Jay Livingston, John Oliver, lawyers, Money, portfolio, Simple Steps to Change, standard, suitability, Szifra Birke Read More
Is Your Financial Advisor Working in Your Best Interest? By Szifra BirkeJanuary 30, 2017articles, media-feature, money conversationsadvisors, asking questions, avoidance, brokerage, brokers, college savings, commissions, Commonwealth Financial, conflict of interest, dentists, difficult conversations, Dodd-Frank, equity, Erisa, executive coaching, fee based, fee only, fees, Fiduciary, Gavin Morrisey, incentive, Jay Livingston, John Oliver, kickback, lawyers, listening, lower cost options, Money, reforms, retirement, RIA, Simple Steps to Change, standard, suitability, Szifra Birke, Wall Street, wealth Read More
I Wonder Why By Szifra BirkeNovember 21, 2014articles, skill buildingasking questions, business, communication, dialogue, emotional intelligence, emotional quotient, EQ, influence, leadership, leadership skills, leadership training, learning organization, management, management training, organizational behavior, organizational psychology, personal mastery, skill building, systems theory Read More