BenFi

BenFi is a service designed to find the most perfect financial advisor for you, at this moment in your life.

[BenFi @PerfectAdvisor]

@Forbes That is not a promotion.

[BenFi @PerfectAdvisor]

@MegBartelt We completely concur. Every human being has some form of conflict. The question to ask is not if you have conflicts, but what are your conflicts. Then one can begin to understand if that conflict is problematic for their possible future relationship.

[BenFi @PerfectAdvisor]

We are very pleased to have contributed to this PBS article on the growing "Boommates" home sharing trend
https://t.co/ejhswROm1S

[BenFi @PerfectAdvisor]

https://t.co/wqI0tQLRvs

[BenFi @PerfectAdvisor]

We are excited that we are finally able to announce our rebranding!! MyPerfectFinancialAdvisor is now BenFi! This new name and website doubles-down on our entire mission to be "Investor-First". https://t.co/wY5nxKNFui

https://t.co/mV2Q1WoRSq

[BenFi @PerfectAdvisor]

We appreciate Advisorpedia publishing our article on "time in the market" and why investors grapple with it
https://t.co/HCjRbe3LqT

[BenFi @PerfectAdvisor]

A big thank you to Advisorpedia for publishing our recent article on Living Wills
https://t.co/QPkdlqzpjE

[BenFi @PerfectAdvisor]

https://t.co/tls9Gncv53

[BenFi @PerfectAdvisor]

https://t.co/FCnrpFXGMN

[BenFi @PerfectAdvisor]

@MegBartelt The feature of % time speaking by client & advisor sounds excellent. Quite useful for other roles, including sales. As they say "God gave us two ears and one mouth for a reason...."

[BenFi @PerfectAdvisor]

@MegBartelt Thanks so much for sharing! Our interest came from observing reports that stated "x" type/size of clients were not profitable, yet without actual time tracking, how could one know? Our broader interest is smaller clients being left behind due to perceived lack of profit.

[BenFi @PerfectAdvisor]

@MegBartelt Thank you Meg! You are the first planner (we've seen) mention using time billing software-just curious-why did you decide to do so? (we have long opined that all planners should, find it interesting it appears very few do)

[BenFi @PerfectAdvisor]

@MegBartelt Would you mind sharing which software you are using? We wrote about the topic in the past, at the time did not seem to be much written about it. Are there articles on the topic you've seen? Thank you!

[BenFi @PerfectAdvisor]

https://t.co/rkEMKKij5x

[BenFi @PerfectAdvisor]

@ramit For accuracy purposes, the vast majority of advisors that charge an assets under management fee do not charge 1.5%, they charge 1%. Also, there are many studies, including those from Vanguard and Morningstar that illustrate having an advisor yields a net 3% annually.

[BenFi @PerfectAdvisor]

https://t.co/oo6yZy5873

[BenFi @PerfectAdvisor]

@SteveSanduski @robertsofia All custodians have the meta-data of net new accounts opened under the control of RIAs, so one would think that data would be fairly conclusive.

[BenFi @PerfectAdvisor]

https://t.co/0VLljINArt

[BenFi @PerfectAdvisor]

https://t.co/vR8xfyCs9N

[BenFi @PerfectAdvisor]

https://t.co/2pnTy4jJY7