Financial Advisers: Problems I Have Encountered (Series)

A few readings have compelled me to clarify my position on financial advisers plus tell cautionary stories. My experiences may help others understand what they may want to consider when engaging a professional to provide guidance on financial matters.

The impetus for this series was the #YourTurnChallenge on Seth Godin’s blog. The challenge is to write one post every day for seven days, starting today. After some contemplation (and despite a full schedule), I decided to accept this challenge. I thought it would be enlightening to readers and cathartic for me to write about my experiences with financial advisers.