"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,...
Hi, A while back you took a look at our risk tolerance questionnaire on Pocket Risk. Our goal is to help you assess your clients' risk tolerance, educate them and select the best possible investments. I am emailing you about a big update shortly. We've listened to your...