Planner Quotations
Planner Quotes from:
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Adviser Quotes
Most large financial service companies have rushed new marketing materials to help boomers start thinking about retirement planning?and all are based on the financial services company focusing on you and your life, versus them and the products they want to sell. Where it falls short is when you call the financial services firm and interact with a planner or adviser who only wants to sell you products. The training hasn't filtered down from the marketing professionals to the front-line client-contact people.
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Assets Quotes
I encourage them to interview other financial planners during the process. I give them names of other planners in town and I continue to manage their assets only for the short term until they have found that new relationship with a financial planner. I find it a conflict of interest to represent both.