BenFi @PerfectAdvisor

BenFi is a service designed to find the most perfect financial advisor for you, at this moment in your life. gobenfi.com Connecticut, USA Joined January 2019

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BenFi @PerfectAdvisor

a year ago

@Forbes That is not a promotion.

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@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.

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BenFi @PerfectAdvisor

2 years ago

We are very pleased to have contributed to this PBS article on the growing "Boommates" home sharing trend nextavenue.org/boommates-are-…

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BenFi @PerfectAdvisor

2 years ago

gobenfi.com/2024/07/24/why…

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BenFi @PerfectAdvisor

2 years ago

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". Gobenfi.com lnkd.in/eQZzmR4U

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BenFi @PerfectAdvisor

2 years ago

We appreciate Advisorpedia publishing our article on "time in the market" and why investors grapple with it advisorpedia.com/investor/the-h…

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BenFi @PerfectAdvisor

2 years ago

A big thank you to Advisorpedia for publishing our recent article on Living Wills advisorpedia.com/the-family-fin…

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BenFi @PerfectAdvisor

2 years ago

myperfectfinancialadvisor.com/2024/05/30/the…

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BenFi @PerfectAdvisor

2 years ago

myperfectfinancialadvisor.com/2024/05/29/the…

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BenFi @PerfectAdvisor

2 years ago

@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...."

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BenFi @PerfectAdvisor

2 years ago

@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.

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BenFi @PerfectAdvisor

2 years ago

@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)

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BenFi @PerfectAdvisor

2 years ago

@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!

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BenFi @PerfectAdvisor

2 years ago

myperfectfinancialadvisor.com/2024/04/30/the…

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BenFi @PerfectAdvisor

2 years ago

@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.

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BenFi @PerfectAdvisor

2 years ago

myperfectfinancialadvisor.com/2024/04/27/why…

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BenFi @PerfectAdvisor

2 years ago

@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.