Sentences with phrase «problem with financial advisors»
The problem with financial advisors and insurance agents is that they are often more interested in earning the largest commission possible, rather than providing the best advice for each client.
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It's critical for financial planners and investment advisors to work closely with their clients» estate planning experts, because they're able to spot problems early, while there is still time to fix them.
Overall investor satisfaction with full service investment firms and financial institutions that offer wealth management and private banking services is measured in seven factors (in order of importance): investment advisor (39 %); investment performance (18 %); account information (17 %); product offerings (14 %); commissions and fees (8 %); website (3 %); and problem resolution (1 %).
Do you really need to book a consultation to talk to a bankruptcy trustee or debt advisor to help you with your financial problems?
My problem is with financial ADVISORS.
These financial advisor and investment counselor articles can also help you to avoid the many problems associated with financial and investment frauds and scams.
I am still looking for a financial advisor — either online or in person — who can help people with serious debt and serious credit problems — people that creditors treat with, at best, unprofessional disdain and, at worst, callous mercilessness.
It's like, no, this is a problem that we need to solve is how to have relationships with lawyers, because your financial advisors need to serve their clients well.
The problems arise in two ways: 1) many of these eager beavers, posing as «financial security advisors,» are really only glorified car salesmen with boot - camp training in finance and investing.
Highly knowledgeable in business solutions, creating a trusted advisor relationship in identifying and creating financial models, and providing clients with problem resolution — developing customized solutions.
• Communicated with Merrill Lynch Financial Advisors and varying departments within Merrill Lynch Corporate on problem resolution and status.
Teacher — Duties & Responsibilities Teach college and graduate level mathematics from introductory courses to advanced Ph.D. level courses Design and implement dynamic, engaging materials to challenge and inspire students Implement multiple teaching techniques to reach audiences of varying learning styles and abilities Responsible for one on one instruction and lecture - based learning for classes as large as 50 students Experienced in both youth and adult education instruction techniques Serve as academic and Ph.D. advisor offering personal and professional guidance to students Coordinate student schedules, activities, and departmental course offerings Build and strengthen professional relationships with faculty, staff, and industry leaders Represent the university with poise, integrity, and positivity Author and publish multiple text books and papers in applied mathematics Research finite element analysis in mathematical problems in engineering and applied sciences, actuarial and financial mathematics, computer simulations of engineering problems, and other specialized mathematics Speak at multiple colleges, universities, and industry gatherings (list available upon request) Serve as advisor and editor of papers authored by students and fellow professors Dedicated to the development of students and continued professional growth
The Collaborative Family Law Group of San Diego is an association of attorneys, mental health professionals and financial advisors working together to learn, practice, and promote collaborative processes for problem solving and the peaceful resolution of family law issues, with an eye toward preserving the emotional, as well as the financial, assets of the family.
CP is a process for divorcing couples or people ending non-marital relationships who come together with trained professionals — ; lawyers, mental health specialists, and financial advisors — to avoid going to court, and to use a respectful, problem - solving approach.