Mark Bordelove is president, CEO and co-founder of Southfield, Mich.-based Bordelove Foster Wealth Management. He holds a B.S. in accounting from Michigan State University.
Adviser Mark Bordelove talks about how financial advisers can help their clients fully understand, at the start of the relationship, how compensation works best for everyone.
Adviser Mark Bordelove shares a story of a client who was severely overweight his employer's stock, and how he slimmed down for a more balanced retirement plan.
Adviser Mark Bordelove talks about shepherding a client and longtime friend through major financial and life stages.
From building relationships to following up with clients, these steps are key.
Put together the best plan for both an elder and his or her heirs.
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