Hoping that you agree that my firm qualifies for the term in the article, “Real Financial Planners” as in “the professionals by any title that you would send your mother to see about her money”, I am forwarding the article
As he says, it is hard for the “Secret Society” to get attention. I agree, as my practice is built on refers and no advertising or publicity.
So I ask for comments on the article and my firm
AND if you think of any one that could benefit from, as he says, “REAL professionals giving REAL advice that will make a REAL impact in people’s lives”, please tell me or ask them to call…..
Posted: by Carl Richards | Bio
09-11-09 | 2:25pm
Real Financial Advice
Carl Richards: REAL financial planners unite. The people need you.
A few months ago, I started talking about what I call the Secret Society of REAL Financial Planners. These are the professionals by any title that you would send your mother to see about her money.
You know, people you can trust.
It might seem trite or old fashion, but that is what the best in our industry do. They put the interests of their clients first. They care. They are honest. They act as if they are fiduciaries whether they are or not.
The reason that this Society is secret it that we never hear these stories. If all you know of our industry was what you saw on TV, then you would think we are either circus clowns or criminals.
It is time for this to change.
At this point, it will do no good to complain about the “unfair” coverage or argue publicly about terms like “fee-only” or “fiduciary.” What we need is more members of the Secret Society to get out and tell the story, and one by one, let people know that there are indeed REAL professionals giving REAL advice that will make a REAL impact in people’s lives.
Rise up Secret Society: These people need us!