Discussion

Nancy from MD posted over 2 years ago:

Is this ever true. Too many prospects come into our office to discuss financial planning and tell us how their broker is their "financial planner." I always use that as an opportunity to educate people about the difference between an investment advisor only and an investor advisor who always provides comprehensive financial planning services as a core part of their practice.

Am a member of The National Association of Personal Financial Advisors whereby the requirement is that you provide true comprehensive financial planning whether or not you provide investment management or not.


Bill from CA posted over 2 years ago:

After being directed into(Limited Partner Ships) in the 80's by(Financial Planner). My conclusion is that I could do a better job of handling our family investment's and also save on the(Fee's). P.S Most people that were into putting away deferred money that i knew did not know the difference between the SP-500&Dow.


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