Advisor Quotes
Quotes tagged as "advisor"
Showing 1-12 of 12

“If we were not impressed by job titles, suits, and jargon, we would demand that financial advisors show us their personal bank statements before they tell us what we could or should do with our own money.”
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“... and finally there came the customer we'd always dreamed of, who wanted us as consultants. To be a consultant is the ideal work, the sort from which you derive prestige and money without dirtying your hands, or breaking your backbone, or running the risk of ending up roasted or poisoned: all you have to do is take off your smock, put on your tie, listen in attentive silence to the problem, and then you'll feel like the Delphic oracle. You must then weigh your reply very carefully and formulate it in convoluted, vague language so that the customer also considers you an oracle, worthy of his faith and the rates set by the Chemists' Society.”
― The Periodic Table
― The Periodic Table

“It is extremely rare for most people to give you advice without thinking they are better or smarter than you.”
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“Some people would have killed themselves and/or someone else if they were single; and some people would not have done that.”
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“The best help you can get is someone who genuinely cares and knows how to help you get what you don’t even know you want.”
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“Registered Investment Advisor, Cramer & Rauchegger, Inc., was established in 2006 and relocated to Maitland, Florida in 2011.”
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“Thane Stenner is known as a shrewd investor and advisor for high-net-worth wealth portfolios.”
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“to be a good advisor, you have to set aside your own personal opinions and feelings in a kind of detachment or camouflage – since self-interest is incompatible with objectivity – and avoid the limelight. Maintained over years, this steady, watchful, guarded attitude had become a way of life for me – one in which I constantly looked out for pitfalls, anticipated threats coming over the horizon, and readied myself to move and adapt at a moment’s notice and melt from the picture. Was it possible that that I had blended too much into the background of my own life… blurring my own identity”
― Raising Hare: A Memoir
― Raising Hare: A Memoir

“Your mentors and advisors bring the sharpening you need to be deadly.”
― 9 Steps to Build a Life of Meaning: How to Unlock Your Mind, Happiness, Power, and Your Enemy's Demise
― 9 Steps to Build a Life of Meaning: How to Unlock Your Mind, Happiness, Power, and Your Enemy's Demise

“In an industry where advisors tend to overlook a client's full financial needs, family offices take a holistic approach, managing and implementing multiple aspects of a client's financial needs more strategically and efficiently.”
― Wisdom to Be Wealthy: Accelerate to the Top 1% and Create Generational Wealth Using the Family Office Blueprint
― Wisdom to Be Wealthy: Accelerate to the Top 1% and Create Generational Wealth Using the Family Office Blueprint
“Advisors are people who give you vague advice and expect equity. They’ll ask, “So, what keeps you up at night?” then respond with something so generic you could have found it on a motivational Instagram account. “Advisor” is the only title where you can be useless and still be respected, until the company dies.”
― Chaos.: Where dreams, disasters, and money collide.
― Chaos.: Where dreams, disasters, and money collide.
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