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Going Beyond Good Enough

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  • Home
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    •         - Birke Consulting
    •         - Jay Livingston
    •         - Testimonials
  • Services
    •         - Executive Coaching
    •         - Small Business Development
    •         - Conversations About Money
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Tag Archives: lawyers

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

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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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