RonBoyd
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Here is an interesting piece trumpeting the benefits of using a Certified Financial Planner:
Stepping Up Future of Planning Blog
True?
Stepping Up Future of Planning Blog
We put the client ahead of ourselves. We don’t “produce” just because a sale is made. We “produce” because we have served the client’s best interests—especially when the client has trusted us to tell them what those “best interests” are.
And we need to tell the story. What of those who have cheerfully committed to placing their client’s interests ahead of their own? That CFP® licensees have stepped into accepting our fiduciary status is one of the great tales of the 21st century.
True?