Ask the guy where he got his CFP. That's "Certified Financial
Planner". Or is he a CPA? Ask his what courses and credentials you
need to do this business... CPA, PFS, CFP...
If they say, oh you don't actually need any of that, and that ANYONE
can do this... tell him he's full of crap.
I work at a Wealth Management firm. I have none of those
credentials, so I do not advise anyone about anything. I am an
office assistant. The people that DO advise clients are CPA, CFP
and or PFS.
Would you go to a doctor who never went to medical school? Would
you seek legal counsel from someone who never passed the Bar?
Probably not.
Would you give legal advice if you had no legal training and knew
nothing about the law? That would be unethical/unauthori
practice of law. I have a Paralegal Certificate, but I still can't
give legal advice.
I hate Primerica. Someone called me here at work and tried to
recruit me.
--- In mlmsurvivorsclub@
wrote:
>
> Ok, I just talked to the gf tonight, her brother is not going to
> give the 'talk' but only watch for training purposes. He says to
> bring lots of questions while for the 'financial guy'. It really
> does sound like the standard setup for one of those 'your an idiot
> if you don't join' talks. So anyway, I'm brining the beer, a 9%
> american IPA, if they dont' join me in beer we could never have
> anything in common. Any questions I can ask the guru while I'm
> there? I don't want to come off antagonistic. All your help is
> appreciated.
>
> Pete
>
> --- In mlmsurvivorsclub@
> <chandranova@
> >
> > Yup, sounds an awful lot like Primerica.
> >
> > --- In mlmsurvivorsclub@
wrote:
> > >
> > > My girlfriends brother is coming into town next week for what
he
> says
> > > is training at a part time job for a company that deals with
> financial
> > > planning and services. He already has a full time job and
makes
> big
> > > money in sales, along with owning a few homes. But he
> wants "two
> > > genie pigs to see the presentation and learn how to present
> myself".
> > > I'm I just being suspicious or have any of you heard of this
> before.
> > > So far I dont' know the company name.
> > >
> > > Thanks in advance
> > >
> > > Pete
> > >
> >
>
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