Money magazine shared four tough questions designed to poll your Financial Planner’s level of frankness. Sometimes the best customers can come out of the big reveal. 1) What was your largest mistake over the past 10 years? 2) Do your financial incentives always line up with my best interests? 3) How have your clients’ portfolios [...]
Financial Planning's tag archives
Put Your Financial Planner to the Test
Posted by Tracy Phaup in Tuesday, July 7th 2009
Topics: Money Tags: Financial Planning
CFP – Certified Financial Planner
Posted by Tracy Phaup in Thursday, February 12th 2009
Topics: Money Glossary Tags: Financial Planning
A Financial Planner’s knowledge tends to be broad but not particularly deep in any one aspect. To become certified a Planner would need 3 years of relevant experience, take five core classes and pass a comprehensive exam. Planners sometimes go on to specialize. Share on Facebook
Categories
- Announcements
- Attraction
- Blogging
- Coaching
- Copywriting
- Entrepreneurs
- Health
- Internet Marketing
- Marketing & Sales
- Miami – Fort Lauderdale
- Money
- Money Glossary
- NLP
- Power Thoughts
- Self Improvement
- Social Media Marketing
- Spiritual
- Stories That Coach
- Team Building
- Training
- Uncategorized
- Virtual Reality
- Tracy Phaup Group - Social Media Marketing Maven on Facebook
Pages
Tweets...
- Subscribed to michaelp1962 http://fb.me/E9XYwxDy 4 days ago
- Subscribed to MichaelBubleTV http://fb.me/Cjv7GzUu 5 days ago
- Subscribed to warnermusicspain http://fb.me/E8UeRDpk 1 week ago
- More updates...
Posting tweet...
Shopping Cart
Your shopping cart is empty







