Financial Advisor Quotes & Sayings

Perhaps the most important job of a financial advisor is to get their clients in the right place on the efficient frontier in their portfolios. But their No. 2 job, a very close second, is to create portfolios that their clients are comfortable with. Advisors can create the best portfolios in the world, but they won't really matter if the clients don't stay in them. — Harry Markowitz

We often forget that Iran has a long tradition and history with the United States. Iranians have been coming to the United States as students for decades. American businessmen were in Iran developing the oil fields ... There was an American financial advisor to the Iranian government in the early part of the century. — Elaine Sciolino

If you're uncomfortable with your financial advisor, it's probably with good reason. — Nancy Dunnan

When you give up the hope that some advisor, some system, some source of inside tips is going to give you a shortcut to wealth, you'll finally begin to gain control over your financial future. — Harry Browne

I rob banks because that's where the money is. — Willie Sutton

I never dreamed I would want to be or become a financial advisor. — Willie Aames

Thankfully, in my youth I had the best financial advisor a son could ask for: my dad Walter. When I got that first signing bonus in 1978, Dad took my cheque, announced, 'This is what we're going to do,' and bought an annuity with it. — Wayne Gretzky