Support our online development, and advance our onground research initiatives in free market economics, as we seek to showcase the brightest Next-Gen minds.
THE ME-P DISCLAIMER: Posts, comments and opinions do not necessarily represent iMBA, Inc., but become our property after submission. Copyright © 2006 to-date. iMBA, Inc allows colleges, universities, medical and financial professionals and related clinics, hospitals and non-profit healthcare organizations to distribute our proprietary essays, photos, videos, audios and other documents; etc. However, please review copyright and usage information for each individual asset before submission to us, and/or placement on your publication or web site. Attestation references, citations and/or back-links are required. All other assets are property of the individual copyright holder.
Does it Seem Like this … Sometimes?
MD versus FA
Link: http://www.youtube.com/watch?v=Vv4HQG2Hz0I
Assessment
Visit: www.CertifiedMedicalPlanner.org
Conclusion
Your thoughts and comments on this ME-P are appreciated. Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, subscribe to the ME-P. It is fast, free and secure.
Link: http://feeds.feedburner.com/HealthcareFinancialsthePostForcxos
Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com
OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:
- DICTIONARIES: http://www.springerpub.com/Search/marcinko
- PHYSICIANS: www.MedicalBusinessAdvisors.com
- PRACTICES: www.BusinessofMedicalPractice.com
- HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
- CLINICS: http://www.crcpress.com/product/isbn/9781439879900
- ADVISORS: www.CertifiedMedicalPlanner.org
- BLOG: www.MedicalExecutivePost.com
- FINANCE:Financial Planning for Physicians and Advisors
- INSURANCE:Risk Management and Insurance Strategies for Physicians and Advisors
8
Share this:
Filed under: CMP Program, Investing, Jokes and Puns, Videos | Tagged: CMPs, financial consultant, Wrong Financial Advisor, www.CertifiedMedicalPlanner.org |
The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants 
Loved it!
There is always a grain of truth; in jest.
Kirby
LikeLike
Critical Question: Who Taught Your Financial Planner?
Table Bay Financial recently distributed an email to its trainees offering a Maserati to advisors who sell $7.5 million of annuities in 2014. Could the lure of luxury cars incentivize a financial advisor to recommend investments that aren’t in a client’s interest?
http://blogs.wsj.com/moneybeat/2014/02/14/whos-training-your-retirement-navigator/tab/print/
This is a great reminder that when hiring a financial planner, don’t just ask him what he knows. Ask who taught him what he knows.
http://networthadvice.com/2014/02/26/critical-question-who-taught-your-financial-planner-what-he-knows/?utm_source=Mar+2014+Lon&utm_campaign=Lon+Mar+Newsletter&utm_medium=email
Click here for a short, simple list of qualities to look for when hiring an advisor that will always look out for your best interest.
Lon Jefferies MBA CFP®
LikeLike
Working Hard for YOUR Money
Financial advisors have several options for earning income. Some are commission-based, meaning they earn money based on the clients they refer to particular investments. Other advisors are fee-based, meaning they earn money by charging you either a flat fee or a percentage of the investments they manage.
But, even among fee-based advisors, some are bound to a fiduciary standard, meaning they must put your interests first, while others are only bound to a suitability standard, meaning they’re only required to make suggestions that are consistent with your best interests.
Your financial advisor should be able to quickly explain which of these types applies to him or her.
Bertie
LikeLike