I became a Wealth Advisor because NFL Players aren't getting top-tier advice. We settle for average or worse. I did what my agent and the NFLPA advised and hired a guy from Wall Street and separate CPA. All it did was cost millions in missed opportunities. Wall Street is not in your corner. A ...more

I became a Wealth Advisor because NFL Players aren't getting top-tier advice. We settle for average or worse. I did what my agent and the NFLPA advised and hired a guy from Wall Street and separate CPA. All it did was cost millions in missed opportunities. Wall Street is not in your corner. A broker plays for Team Wall Street, not your team. These advisors are for the fans in the stands, not professional athletes earning millions. You would never get surgery from a doctor who doesn’t specialize in professional athletes and is the best in the world. This should be applied to your money advice as well. “Unfortunately, just about anyone can enter the brokerage industry or the advisory industry at large for that matter. As you’ll soon learn, the industries barriers to entry and education requirements are almost non-existent. As a member of the industry, I, frankly, find an embarrassment.” -Steven D. Lockshin, Get Wise to your Advisorless