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Mullooly Asset Management Podcast                                         October 24, 2012Mullooly Asset Management Octobe...
Alarming Stats Most households in US with $100,000-$500,000 in  assets have no formal retirement plan Many have not even...
Why is That? Some can handle things on their own People are untrusting of the stock market Recent Wells Fargo survey sh...
Why Don’t They Contact an Adviser? Fear No Trust Don’t want to appear unintelligent              Mullooly Asset Managem...
Different Types of Financial Advice Wealth Manager Financial Planner (fee-only planner, hourly fee planner) Investment ...
Where Does the Adviser Work? Wall Street firm: employee (sales person) Independent: adviser does not work for a broker ...
How is the Adviser Paid? Fee-only Commissions Fees and Commissions             Mullooly Asset Management October 2012
None of the securities mentioned in this (or any) podcast orvideo represent past specific recommendations of MulloolyAsset...
Mullooly Asset Management, LLC                          support (at) mullooly (dot) net                                   ...
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Financial Advisers: What Do They Do

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What does your financial adviser do? Mullooly Asset Management will answer that question for you in this presentation. Many people do not know what their financial adviser, investment adviser, wealth manager, or money manager does. This is something that you should know about.

Published in: Economy & Finance
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Transcript of "Financial Advisers: What Do They Do"

  1. 1. Mullooly Asset Management Podcast October 24, 2012Mullooly Asset Management October 2012
  2. 2. Alarming Stats Most households in US with $100,000-$500,000 in assets have no formal retirement plan Many have not even spoken with a financial adviserAccording to a Cerulli Associates study released October 2012 Mullooly Asset Management October 2012
  3. 3. Why is That? Some can handle things on their own People are untrusting of the stock market Recent Wells Fargo survey showed 70% of surveyed people NOT confident in stock market A lot of people simply “guess” on what amount they will need to retire Mullooly Asset Management October 2012
  4. 4. Why Don’t They Contact an Adviser? Fear No Trust Don’t want to appear unintelligent Mullooly Asset Management October 2012
  5. 5. Different Types of Financial Advice Wealth Manager Financial Planner (fee-only planner, hourly fee planner) Investment Planner Money Manager Mullooly Asset Management October 2012
  6. 6. Where Does the Adviser Work? Wall Street firm: employee (sales person) Independent: adviser does not work for a broker Dual-Registered Mullooly Asset Management October 2012
  7. 7. How is the Adviser Paid? Fee-only Commissions Fees and Commissions Mullooly Asset Management October 2012
  8. 8. None of the securities mentioned in this (or any) podcast orvideo represent past specific recommendations of MulloolyAsset Management.This video is NOT a recommendation to buy or sell any of thesecurities mentioned here.If you’re relying on a podcast for investment advice, you arelikely making a huge mistake.We strongly urge our listeners to consult with theirinvestment advisor before they make a decision to buy or sellany investment. Mullooly Asset Management October 2012
  9. 9. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management October 2012

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