There are a lot of people out there using the financial planner term who are salespeople and are not providing advice.
More Quotes from Noel Maye:
The guy who brought you a pizza last night can be a financial planner today and be breaking no laws.Noel Maye
Be prepared for the first meeting by bringing a list of questions. Do your homework, but understand yourself a little bit before you go describing yourself to a stranger.
Noel Maye
The most obvious red flag is that thing called intuition. If there is a level of discomfort on part of the person meeting with the planner they should not get involved.
Noel Maye
It is unbelievable. People will spend more time planning their vacation than researching the person they are going to trust their future with.
Noel Maye
People often confuse financial planning with investing, but financial planning is much broader than that.
Noel Maye
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Based on Topics: Advices Quotes, Finance Quotes, People QuotesBased on Keywords: planner, salespeople
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