certified financial planners: PLACES TO FIND OUT IF YOUR FINANCIAL ADVISER IS ON THE UP AND UP - 02/10/12 09:25 AM
I’ll admit that I’ve been on a rampage writing blogs about the secrets of some prominent Dallas investment advisers, financial planners, and the like.
It all started when I did some checking, and what I found out I didn't like!
Well-known celebrities and business people offer their personal endorsements before, during and after some of the investment advisers' radio infomercials.
And just like those who are listening to their endorsement, you have to believe that they are willy-nilly endorsing someone whose ineptitudes and legal violations they know nothing about. If they did, they would probably distance themselves all together.
Prominent … (4 comments)
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certified financial planners: SOME FINANCIAL PLANNERS FREQUENTLY FAIL THEIR ELDERLY CLIENTS - 01/09/12 10:37 PM
A couple of years ago I visited with a well-known financial planner who has practiced in the Dallas-Ft. Worth area for a very long time.
He asked if he could give me his sales pitch for a new financial product he was selling to clients.
When he finished, I buried him with logical questions. He was unable to correctly answer most of them.
It led me to take a chance and ask him a bold question.
“How much could you raise today if you sold everything you own but your home?”
"Do I have to answer? he asked.
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