John Nersesian Advisor Quotations

Rebalancing forces the investor to do what is typically emotionally uncomfortable but financially productive. Emotional biases tempt us to chase performance. An advisor can bring an objective third party perspective that's more rational.

The goal isn't for the advisor to divorce him or herself from the brand, but rather to go beyond it.

The first question I ask an advisor is, 'What are you saying now when someone asks you what you do?' Oftentimes the advisor says: 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.