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Most people think picking an advisor means finding someone who can pick the best investments. Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals – not just manage their investments.
Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.
Today’s episode is sponsored by BUZZ Index
Today’s Guest, Joe Saul-Sehy
Having been a financial advisor for more than 15 years, Joe now talks about money with thousands of listeners of the award winning Stacking Benjamins Show.
Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Goldstein on Gelt
Miranda Marquit | Adulting.tv
For a quick bio of each of our show participants, head on over to our panelists page.
Send us your questions for a future Listener Letters episode
About our sponsor, BUZZ Index
Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!
Here’s how it works: First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.
Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.
Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.