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    •         - Birke Consulting
    •         - Jay Livingston
    •         - Testimonials
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    •         - Executive Coaching
    •         - Small Business Development
    •         - Conversations About Money
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Tag Archives: college savings

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

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