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Old 12-05-2006, 09:00 AM
Todd H.
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Default Re: Looking for Feedback from working Financial Planners

jessica.rucco[at]oregonmortgageplanning.com writes:

- quote -

> 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.


Personally, and I don't mean this as a flame, just an observation,
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  
Old 12-04-2006, 09:16 PM
jessica.rucco@oregonmortgageplanning.com
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Default Looking for Feedback from working Financial Planners

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.

 

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feedback, financial, planners, working
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