Raghav has once again compiled a diverse list of reading materials for you this week, and you’ll especially enjoy them if you like lists! We have a list of tips for allocating your money and planning retirement, a list of ways to maximize your productivity and a list of ways to improve your sales pitch to angel investors. Also included for your reading pleasure: the benefit of using a financial advisor versus a robo-advisor and an article by Raghav himself, explaining different job titles in the advice industry.

For more articles like this, check out some of Raghav’s previous Top Reads articles here and here.

Financial Advisor, Stockbroker, Financial Manager – What’s the Difference?

People are increasingly giving themselves different titles in the financial industry. It can be difficult to figure out exactly what these titles mean and who is doing what. Raghav breaks it down for you here, where he talks about the differences in job titles, how they can sometimes be misleading and what they really mean.

The Real Value of a Financial Advisor

If you’re in the process of deciding between a human financial advisor or a robo-advisor, this article will provide direction to help with that decision. Justin Castelli explains the differences between robo-advisors and financial advisors, and while both have their place, financial advisors do have more to offer beyond managing your portfolio.

“While financial advisors provide value through portfolio management, the real value provided comes through all of the ‘other things’ they do.”

Find out what those “other things” are here.

Planning Retirement: as Well Thought Out as Your Vacation?

Earning money is the easy part – how to allocate it can be challenging, especially when it comes to planning retirement. Investment advisor representative, Mark Pruitt has compiled a list of nine ways to make your money stretch as far as possible. His list includes how to figure out what you spend each month, consolidating bank accounts that you may not be using, having a long-term care plan, and more. Check out the full list to find out how to better allocate your funds here.

Optimize Your Daily Schedule for Maximum Productivity

The secret to success for many business people is following a daily work routine and sticking to it.

“More than 40 percent of time at work is spent unproductively, according to a study by Atlassian, but following a routine and putting a few strategies in place to organize your day can change that figure dramatically.”

Sujan Patel has six tips that will help you prioritize your tasks, improve your daily schedule and increase your productivity. Read the full article here.

How do Investors Evaluate Startup Pitches?

If you are an entrepreneur seeking an angel investor, this article is for you. Angel investors are not all the same, so Oliver Jones has created a list of what investors will look for in general. Find out how to improve your pitch here.



From time to time, the team at GuideVine highlights certain topical videos and content from expert financial advisors. We find these helpful and hope you will to for your managing personal finances. To learn more, you can view and find potential advisors through our advisor matching service and listings, ask one-on-one personal finance questions to these experts, and view “How to” videos on our YouTube channel (https://www.youtube.com/channel/UCJopbGDSgc1szGZaoUPqTrA).