When I worked at Merrill Lynch, a mentor, Steve Bernardy, told me, " Our job as financial advisors is not to make our clients rich, our job is to keep them rich. It's their job to accumulate the wealth ."
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Take a look at their current job descriptions about accountability so that you can clearly and fairly evaluate these individuals
It’s important that the trustee and the person hiring such an individual understand that trusteeship is not a quick or simple job. This position requires energy, common sense, and willingness to focus on the finer details
The root causes of this unhappiness include retirement plans falling short of expectations, the business legacy not being carried out, or disappointment over employees who lost their jobs in the transition
Tuition costs are outpacing inflation and with the murky and the drab job market, student loan debt repayment has become a doubtful question among the borrowers, whether senior or young
If your will was created prior to these dates, it’s time for a review: April 14, 2003: Compliance dates for HIPAA January 1, 2005: This is critical if you live in a state that has an individual state estate/inheritance tax December 17, 2010: This is the official enactment date for the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010
Where to save depending on goal (i.e. savings account, IRA, etc) b. First job i...Cash flow/budget planning b. Starting a new job/career i...Mid Career a. Changing jobs/careers b
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What are the metrics for the departments or jobs managed by succession candidates?
To all, The CFP work experience accepts two years of being an apprentice under a certified financial planner as acceptable work experience. Can anyone offer any guidance or reccomdations on how I would be able to apply for or get involved in such a program? I don't have any experience in the...
4 Comments - It's my understanding that you will need a new job working for a CFP in order to fulfill the requirements of the work experience component of the designation. That is why I am looking for new job opportunities in San Diego, CA so that when I finish my classes, I will already be working in the industry
Congratulations to Beth Milkovits and her team for a terrific job of organizing and running this exciting and useful event
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