As a veteran wholesaler with thousands of one-on-one meetings behind me, not to mention thousands more interactions at conferences and group functions, it has become clear to me that the financial “planning” business needs a cleansing. There are far too many “advisors” in the industry who do nothing more than find unique ways to sell more product. Most “planning” that occurs is nothing more than a facade to create more sales.
Don’t get me wrong, true financial planners are worth every penny. But, they are few and far between.
This site is an amalgamation of thoughts and experiences derived from interactions with financial advisors. If you wholesale long enough, you develop a strong EQ and start to pick up on the idiosyncrasies that tend to not be much different from the guy next door. The only thing different is the packaging.
This site is simply a place to collect random musings, almost all of which are derived from direct interactions with advisors in one form or another. Nothing is meant to be offensive, however sometimes these interactions and subsequent thoughts need to be recorded.
Perspectives From A Financial Wholesaler 