Uncategorized Archives - Pocket Risk

POCKET RISK BLOG

Helping Financial Advisors Know Their Clients – Risk Profiling, Client Psychology, Behavioral Finance, Compliance

"The planning process tends to attract perfectionists. But something paralyzes these people: their fear that executing the plan will show that the plan was not perfect. So rather than risk being found out, these people do nothing. They wait. Many outstanding big-picture thinkers are always...

I recently interviewed Tom Sedoric of The Sedoric Group/Wells Fargo Advisors.  He has been ranked the #1 Financial Advisor in New Hampshire and rated one of the best advisors in the country five years running. John: Give us some quick background on The Sedoric Group/Wells Fargo Advisors? Tom: Sure,...