In part two of my series on why I hired an advisor, I reflect on the need to have someone remind me of my goals and the reasons why I said these things were important to me. Specifically, I wanted someone who would be there during those moments when I'd be tempted to throw aside my plan and my goals for something new to say, "Wait just a minute. Has what you valued most changed or is this something else?" To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter: www.behaviorgap.com.

In part two of my series on why I hired an advisor, I reflect on the need to have someone remind me of my goals and the reasons why I said these things were important to me. Specifically, I wanted someone who would be there during those moments when I'd be tempted to throw aside my plan and my goals for something new to say, "Wait just a minute. Has what you valued most changed or is this something else?" To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter: www.behaviorgap.com.

If you're a real financial advisor why could you possibly need your own advisor? Today's show is the first in a three-part series on why I believe it's so valuable to hire a financial advisor. Because here's the reality, very few people will enter your office knowing the real value that they'll receive from working with you. To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter: www.behaviorgap.com.

If you're a real financial advisor why could you possibly need your own advisor? Today's show is the first in a three-part series on why I believe it's so valuable to hire a financial advisor. Because here's the reality, very few people will enter your office knowing the real value that they'll receive from working with you. To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter: www.behaviorgap.com.

Scary Markets Drill Sergeant by Carl Richards: Human Behavior, Creativity, Behavioral Finance

Scary Markets Drill Sergeant by Carl Richards: Human Behavior, Creativity, Behavioral Finance

When we talk about money, it's really easy to slip into talking about "goals." But that word can carry a lot of different emotions for people. What happens if we start talking in terms of where people want to go vs setting goals? To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter: http://www.behaviorgap.com.

When we talk about money, it's really easy to slip into talking about "goals." But that word can carry a lot of different emotions for people. What happens if we start talking in terms of where people want to go vs setting goals? To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter: http://www.behaviorgap.com.

As a real financial advisor, when you say risk, it probably doesn't mean the same thing to your client as it does to you. We need to be clear that when we're having the risk conversation with clients we're talking about the same thing, which for most people, boils down to irreducible uncertainty. Part of our job is to help people make the best money decisions they can in the face of this irreducible uncertainty.

As a real financial advisor, when you say risk, it probably doesn't mean the same thing to your client as it does to you. We need to be clear that when we're having the risk conversation with clients we're talking about the same thing, which for most people, boils down to irreducible uncertainty. Part of our job is to help people make the best money decisions they can in the face of this irreducible uncertainty.