Some people treat their financial advisor like an order taker. They go to them with preset ideas about what they want, and the advisor's role as they see it is to carry out their instructions.

IFA.tv - Why You Need Your Advisor to Challenge You - Show 279

Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.

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IFA.tv - Why You Need Your Advisor to Challenge You - Show 279

IFA.tv - Why You Need Your Advisor to Challenge You - Show 279