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
From Inertia to Implementation-Getting Clients Unstuck By Szifra BirkeSeptember 19, 2014articles, money conversations, skill buildingcommunication strategies, difficult conversations, effective questions, emotions about money, financial behavior Read More