Author - Lauren

1
What Is A Fiduciary Financial Advisor And Why You Need One
2
Women in Leadership: Leading Authentically

What Is A Fiduciary Financial Advisor And Why You Need One

 

“I’m just so tired of agreeing to meet with a financial advisor to get help with financial planning, having a good first meeting, being promised a financial plan, then getting into the second meeting and being pitched an annuity or whole life insurance policy.”

The anecdote above was shared with me almost verbatim by two separate business owners who were looking for real financial advice from a fiduciary financial advisor.  Instead they got trapped in a sales meeting with a broker. 

As frustrating as that is, experiences like the one above are not uncommon. Here’s another one I heard

Read More

Women in Leadership: Leading Authentically

Let’s be honest, you’re really good at your job. You wouldn’t have gotten to where you are if you weren’t. That doesn’t mean it’s been easy. You’ve likely dealt with more than your co-workers, handled competing demands at work and at home, and dealt with the stress of it all.

Maybe you’re feeling a little burned out, or you’re just looking to sharpen your leadership skills. In this post we’re talking about social structures that women leaders may come up against, leading authentically, and dealing with the real day-to-day pressures that come from having a busy work life and a …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login