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Advisor Quotes

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Advisor Quotes

“Some people would have killed themselves and/or someone else if they were single; and some people would not have done that.”

“If we were not impressed by job titles, suits, and jargon, we would demand that financial advisors show us their personal bank statements before they tell us what we could or should do with our own money.”

“... and finally there came the customer we'd always dreamed of, who wanted us as consultants. To be a consultant is the ideal work, the sort from which you derive prestige and money without dirtying your hands, or breaking your backbone, or running the risk of ending up roasted or poisoned: all you have to do is take off your smock, put on your tie, listen in attentive silence to the problem, and then you'll feel like the Delphic oracle. You must then weigh your reply very carefully and formulate it in convoluted, vague language so that the customer also considers you an oracle, worthy of his faith and the rates set by the Chemists' Society.”

“In an industry where advisors tend to overlook a client's full financial needs, family offices take a holistic approach, managing and implementing multiple aspects of a client's financial needs more strategically and efficiently.”

“to be a good advisor, you have to set aside your own personal opinions and feelings in a kind of detachment or camouflage – since self-interest is incompatible with objectivity – and avoid the limelight. Maintained over years, this steady, watchful, guarded attitude had become a way of life for me – one in which I constantly looked out for pitfalls, anticipated threats coming over the horizon, and readied myself to move and adapt at a moment’s notice and melt from the picture. Was it possible that that I had blended too much into the background of my own life… blurring my own identity”