| | |||
| |||
| jessica.rucco[at]oregonmortgageplanning.com writes: - quote - > Hello, I am doing some research, and I am looking for the top 5
Personally, and I don't mean this as a flame, just an observation,> challenges that face Fianancial Planners in their industry. > The more specific the better, thank you in advance for your > feedback. that I wonder if it holds any resonance to others who know FP's.... the only financial planners I know also seem to be the folks least capable of managing their own money. I have one whos a computer client and he'd rather pay the exorbitant interest I tack on in late fees to invoices he leaves unpaid than to have his accountant pay them on time. I also know 3 other folks licensed to sell financial products including insurance, some also with mutual funds, etc. Two of them have terrible credit and a history of not being able to hold decent jobs at larger employers. Is this a cobblers kids go shoeless phenomenon, or is there something more too this? Again, I don't mean this as a flame, just curious if I've stumbled on a theme, or just coincidence. -- Todd H. http://www.toddh.net/ |
|
#-1
| |||
| |||
| Hello, I am doing some research, and I am looking for the top 5 challenges that face Fianancial Planners in their industry. The more specific the better, thank you in advance for your feedback. |
| Tags |
| feedback, financial, planners, working |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Money Feedback Jake: I don't know if anyone from Microsoft is monitoring this group but I've got some feedback about the product and can't locate a formal method to do... | Microsoft Money | 17 | 09-25-2006 01:53 AM | |
| feedback John D from Branson: is there a way to suggest Ideas to MS Employees about new features for MS Money? John D | Microsoft Money | 1 | 12-03-2005 05:48 PM | |
| Free advice vs. financial planners... Ram Samudrala: This is just my personal opinion and about what works for me. I've had discussions about this in the past in this newsgroup. I've found... | Financial Planning | 13 | 12-27-2004 09:19 AM | |
| Personalized Feedback bug? lovellsj: I noticed a bug with the Personalized Feedback. It started in version 2003 and continues in version 2004. When you have Personalized Feedback... | Microsoft Money | 4 | 01-08-2004 11:57 PM | |
| Thread Tools | |
| Display Modes | |
| |