Advisor Spotlight – Dave Mertz - Show 17-3

Friday, February 17, 2012 3,729 views

Tom and Mark interview IFA Advisor and Vice President Dave Mertz. Mertz shares his views on the value of a passive advisor and talks about the process of working with a client. He reviews the chart that shows investor success with and without passive advisors. He explains how listening to clients, educating them on the benefits of passive investing with index funds, and helping them stay disciplined in the trying times are key to sound investor behavior.

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