Is There a Product Versus a Strategy?

A person has to know what direction they are going, what is right for them. A lot of people focus on the product versus the strategy," he says. To be successful it's not whether it's a mutual fund or a bond or a stock,. Dan: The idea of having the long-term goal or perspective or vision in place first and then seeking out the advisor that's going to have the specialty will take you on the road to get there.