Does this sound like you? You’ve completed, or are close to completing, your residency. Your income has significantly increased in the last three to five years as you have started to practice medicine full-time, post-residency. You’ve been approached by “financial professionals” who end up making an awkward sales pitch for financial products, instead of providing…Read More →
Guiding Principles Series – Principle 1 – “We pursue the best interests of our clients rather than our own.”
Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #1, “We pursue the best interests of our clients rather than our own.” If you haven’t read the introduction to the Guiding Principle series, you can check it out here. Client First Thinking So what does it mean to pursue the…Read More →
In the months that preceded launching Ten Talents, this is a question that I asked myself more than once. Is another financial planning firm really necessary? Is launching another financial planning firm really needed in our modern age? We have unprecedented access to investment tools through online robo-advisors and countless financial blogs. You can Google…Read More →
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