"I broke up with their advisor for them."
I broke up with their advisor for them

My clients came to me looking for help.  They were ready to leave their financial advisor at a major national brokerage. However, because they were not even comfortable reaching out to their advisor in their day-to-day relationship, they felt overwhelmed by the prospect of “breaking up” with them. I offered, “What if I help you through it?”…

By Scott Little
July 18, 2023

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Firm VP: Save, invest, protect during good times and bad

Real Money: Straight-up Answers with Berkshire Money Management DALTON — When you put your money into the hands of a financial adviser, you don’t want a workweek warrior, someone who punches in at 9 and out at 5, only caring about their boat upgrade or catching the next happy hour (both on your dime). You…

By Scott Little
July 6, 2020

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"Someone has her information and is trying to get into her accounts."
I really do know my customers

Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her. We verify some personal information, but she’s in some kind of train or subway station and it’s too loud. She says she’ll call…

By Scott Little
June 11, 2019

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