Looking for Feedback from working Financial Planners


J

jessica.rucco

Hello, I am doing some research, and I am looking for the top 5
challenges that face Fianancial Planners in their industry.
The more specific the better, thank you in advance for your feedback.
 
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T

Todd H.

Hello, I am doing some research, and I am looking for the top 5
challenges that face Fianancial Planners in their industry.
The more specific the better, thank you in advance for your
feedback.
Personally, and I don't mean this as a flame, just an observation,
that I wonder if it holds any resonance to others who know FP's....

the only financial planners I know also seem to be the folks least
capable of managing their own money. I have one whos a computer
client and he'd rather pay the exorbitant interest I tack on in late
fees to invoices he leaves unpaid than to have his accountant pay them
on time. I also know 3 other folks licensed to sell financial
products including insurance, some also with mutual funds, etc. Two
of them have terrible credit and a history of not being able to hold
decent jobs at larger employers.

Is this a cobblers kids go shoeless phenomenon, or is there something
more too this?

Again, I don't mean this as a flame, just curious if I've stumbled on
a theme, or just coincidence.
 

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