Thanks for all the advice! My GF has a list of questions she's
going to ask along with the one's you've given me and the
beer....this should be a fun evening!
I'll let ya'll know how it goes.
Pete
-
-- In mlmsurvivorsclub@
>
> 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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