Comments on: Financial Cliché IV: A financial consultant is required to become wealthy http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/ This is where your finance takes place Mon, 06 Oct 2008 13:47:37 +0000 http://wordpress.org/?v=abc By: The Financial Blogger » There are no needs for an emergency fund http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-585 The Financial Blogger » There are no needs for an emergency fund Tue, 25 Sep 2007 11:10:04 +0000 http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-585 [...] I am definitely not convinced that you need a financial consultant to create wealth, I am even less convinced that an emergency fund is something useful! It is definitely a financial [...] [...] I am definitely not convinced that you need a financial consultant to create wealth, I am even less convinced that an emergency fund is something useful! It is definitely a financial [...]

]]> By: Brian Poncelet http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-280 Brian Poncelet Mon, 30 Jul 2007 16:32:31 +0000 http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-280 Great thoughts guys! Everybody has some balanced ideas! Don't forget the risk management side of things like insurance etc. Regards, Brian Poncelet, CFP Great thoughts guys!

Everybody has some balanced ideas! Don’t forget the risk management side of things like insurance etc.

Regards,

Brian Poncelet, CFP

]]> By: FinancialJungle http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-170 FinancialJungle Tue, 26 Jun 2007 19:49:29 +0000 http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-170 A financial consultant's role is more than simply investing. He must educate you on estate planning, insurance, taxes, and anything financial related. In addition, we shouldn't use raw performances to keep scores between financial consultant. Many retirees are content with boring investments spitting out steady monthly income, even if the portfolio doesn't beat the index. A financial consultant’s role is more than simply investing. He must educate you on estate planning, insurance, taxes, and anything financial related.

In addition, we shouldn’t use raw performances to keep scores between financial consultant. Many retirees are content with boring investments spitting out steady monthly income, even if the portfolio doesn’t beat the index.

]]> By: The Financial Blogger http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-168 The Financial Blogger Tue, 26 Jun 2007 12:50:39 +0000 http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-168 You got that right ! Being a mutual fund selesersons is just too easy. A CFP will not garantee you sucess but at least the person in front of you will have a decent education. Cheers, FB. You got that right !
Being a mutual fund selesersons is just too easy. A CFP will not garantee you sucess but at least the person in front of you will have a decent education.
Cheers,
FB.

]]> By: FourPillars http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-167 FourPillars Tue, 26 Jun 2007 12:08:54 +0000 http://www.thefinancialblogger.com/financial-cliche-iv-a-financial-consultant-is-required-to-become-wealthy/#comment-167 If I wanted to get a financial advisor or find one for someone else, I would look for a minimum of a CFP designation, which shows they at least have taken some financial courses. Mutual fund salespersons only need to take the IFIC course to be licensed which is a basic, simple course and not enough to be a financial advisor. Mike If I wanted to get a financial advisor or find one for someone else, I would look for a minimum of a CFP designation, which shows they at least have taken some financial courses.

Mutual fund salespersons only need to take the IFIC course to be licensed which is a basic, simple course and not enough to be a financial advisor.

Mike

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