2009, Ethics and Financial Consultant - Financial Advisor Source

Transcript: Peter Mallouk, Creative Planning

The Big Picture

JUNE 11, 2024

And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. They still got their website, they still got their financial consultant in the branch. I, you know, I can do it.

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Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert will be on the “for” team.

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Transcript: Peter Mallouk, Creative Planning

Should you cancel your CFP designation?

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