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Registration Standards for Financial Advisors. The first step in the competency stairway is regulatory compliance. . If a financial service professional represents an insurance company, they must be legally appointed by that company as an agent. ChFC ® – Chartered FinancialConsultant.
The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financialadvice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Also, nothing in this podcast or blog can be interpreted as legal or complianceadvice.
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. Robert will be on the “for” team.
The debaters include: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Nothing in this podcast or blog can be interpreted as legal or complianceadvice. Robert will be on the “for” team.
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