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Other Added - Financial Planners - Ask the Question!
The question comes up often. Many people have been burned by SEO Services, but many have also been rewarded by SEO Services. Like any business transaction or purchase you should only spend your money when you feel comfortable. Your comfort zone should pull from vari
A great source of information is the Certified Financial Planner Board of Standards. www.cfp.n
Every once in a while you come across an individual who has an entitlement attitude. They feel that they’re blessed with unusual ability that far exceeds the rest of God’s creatures and that the people they’re forced to deal with are just mere servants that should be c
Financial planners fall into two basic categories.
Fee based and fee only.
A fee based financial planner can charge a fee for their services and can also make a commission based on their recommendations. This should be a red flag and one which needs to be totally and completely disclosed. The planner should ask you the questions necessary to make any sound recommendations. This is a very basic approach to the business relationship and one required by any sound approach. With these questions a sound solution should evolve to help the client complete their financial goals. The question is why are the recommendations being made and are the recommendations at an arms length? Any recommendation made by a fee based planner can also provide compensation for the planner.
A fee only planner is just that, fee only. A fee only planner will develop the plan and attempt to provide the client with the solution for the desired goal. The planner is paid a fee for their plan and their advice just as you would pay your doctor or attorney. It is clearly and arms length approach.
How do we protect ourselves against advice that is in the planners best interest instead of yours? Ask? Ask the planner if they are receiving additional compensation from the source of the investments. Make certain you are fully disclosed of all aspects of fees and expenses that your account is subject to.
Which is better, fee based or fee only. Common sense would dictate that the lower the fees the better but that is not always the case. Ask for references and ask the planner for their view of investment risk and reward. Make certain the plan makes common sense to you and always ask what happens if you decide to end the business relationship.
A great source of information is the Certified Financial Planner Board of Standards. www.cfp.ne
Financial advisors have been preaching the use of portfolio diversification to reduce risk for years. Unfortunately, the way most do it leaves your portfolio vulnerable! Read on to find out how to properly diversify your portfolio.We’ve all heard that it’s not w
A fee only planner is just that, fee only. A fee only planner will develop the plan and attempt to provide the client with the solution for the desired goal. The planner is paid a fee for their plan and their advice just as you would pay your doctor or attorney. It is clearly and arms length approach.
How do we protect ourselves against advice that is in the planners best interest instead of yours? Ask? Ask the planner if they are receiving additional compensation from the source of the investments. Make certain you are fully disclosed of all aspects of fees and expenses that your account is subject to.
Which is better, fee based or fee only. Common sense would dictate that the lower the fees the better but that is not always the case. Ask for references and ask the planner for their view of investment risk and reward. Make certain the plan makes common sense to you and always ask what happens if you decide to end the business relationship.
A great source of information is the Certified Financial Planner Board of Standards. www.cfp.n
You can easily get confused by all the search engine
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A fee only planner is just that, fee only. A fee only planner will develop the plan and attempt to provide the client with the solution for the desired goal. The planner is paid a fee for their plan and their advice just as you would pay your doctor or attorney. It is clearly and arms length approach.
How do we protect ourselves against advice that is in the planners best interest instead of yours? Ask? Ask the planner if they are receiving additional compensation from the source of the investments. Make certain you are fully disclosed of all aspects of fees and expenses that your account is subject to.
Which is better, fee based or fee only. Common sense would dictate that the lower the fees the better but that is not always the case. Ask for references and ask the planner for their view of investment risk and reward. Make certain the plan makes common sense to you and always ask what happens if you decide to end the business relationship.
A great source of information is the Certified Financial Planner Board of Standards. www.cfp.n
Project managers are often assigned as proposal managers and asked to plan and put an estimate to arrive at an acceptable proposal during the project proposal stage; and upon winning the project to manage the projects with little or no authority, dictated time frames a
How do we protect ourselves against advice that is in the planners best interest instead of yours? Ask? Ask the planner if they are receiving additional compensation from the source of the investments. Make certain you are fully disclosed of all aspects of fees and expenses that your account is subject to.
Which is better, fee based or fee only. Common sense would dictate that the lower the fees the better but that is not always the case. Ask for references and ask the planner for their view of investment risk and reward. Make certain the plan makes common sense to you and always ask what happens if you decide to end the business relationship.
A great source of information is the Certified Financial Planner Board of Standards. www.cfp.n
The one main advantage of a merchant account is that it allows you to accept credit cards. This is of immense significance, especially if you deal with online businesses, because your website will need to access credit cards. A credit card is the most preferred facilit
A great source of information is the Certified Financial Planner Board of Standards. www.cfp.net.
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