Tuesday, December 3, 2013

Financial Planning - A Designation for Cross Selling Financial products?

If you can't define yourself somebody else will...The Financial Planning Industry has failed miserably to establish itself as a profession and unfortunately - time has passed them by - the window of opportunity has closed on the industry as a profession -They have now been assimilated - are now the new salesmen in the Wealth Mngement department of your local bank.

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