Financial Advisor Quotes

• Many financial advisors recommend that you diversify for your own protection. What they fail to tell you is that it is also for their protection. Since most financial advisors cannot tell you exactly which stock or mutual fund is a great investment, they tell you to buy a bunch of them.

  Robert Kiyosaki

  Financial, Protection, Failing

  11 Copy quote

• Know what you own, and know why you own it.

  Peter Lynch

  Money, Intelligent, Investing

  37 Copy quote

• The safe way to double your money is to fold it over once and put it in your pocket.

  Kin Hubbard

  Inspirational, Funny, Money

  86 Copy quote

• An investment in knowledge pays the best interest.

  Benjamin Franklin

  Encouraging, Education, Money

  Jack Vincent, Benjamin Franklin (2010). “Benjamin Franklin's the Way to Wealth”, p.91, The Way to Wealth

  78 Copy quote

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• I rob banks because that's where the money is.

  Willie Sutton

  Money, Robbing, Robbers

  "Willie Sutton Said It First: ‘That's Where the Money Is’" by Leonard Buder, www.nytimes.com. August 26, 1979.

  19 Copy quote

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• The reason so many financial advisors are called brokers is because they are often broker than you.

  Robert Kiyosaki

  Financial, Reason, Advisors

  13 Copy quote

• Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows.

  Jim Rogers

  Investing Money, Years, Active Management

  48 Copy quote

• The stock market is filled with individuals who know the price of everything, but the value of nothing.

  Philip Arthur Fisher

  Money, Insightful, Saving

  27 Copy quote

• I never dreamed I would want to be or become a financial advisor.

  Willie Aames

  Want, Financial, Advisors

  "Willie Aames: Financial Ruin Led To Sleeping Under Bushes". www.huffingtonpost.com. March 18, 2010.

  4 Copy quote

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• 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

  Jobs, Important, Matter

  41 Copy quote

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

  Nancy Dunnan

  Financial, Reason, Advisors

  4 Copy quote

• 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

  Dad, Son, Firsts

  23 Copy quote

• Women look at their bodies, and they're never thin enough. The financial advisors that I've talked to say they ask their clients, "How much money do you need in order to feel secure?" "X amount." Then, as soon as the client got the amount, it would double automatically.

  Geneen Roth

  Order, Needs, Looks

  Interview with Suza Scalora, www.marandapleasantmedia.com. September 1, 2013.

  7 Copy quote

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