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UGH! Financial Services still not a real Profession
By Dr. David Edward Marcinko MBA MEd Certified Medical Planner™
http://www.CertifiedMedicalPlanner.org
Introduction
A few weeks ago I received the following unsolicited email job exhortation:
Dear David,
Our xxx/ooo office is currently hiring “Financial Advisors” with Series 7 and 63 Certifications. The minimum requirements include: high school diploma or GED equivalent, 6+ months of experience in customer service and experience in a sales environment. We offer paid training and access to full benefits.
Learn more about this position and apply today: xxx/ooo
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Assessment
GED; a very high credentials bar, indeed!
NOTE: My friend and colleague, the late great Dick Wagner JD CFP™ who wrote extensively about financial planning as a “profession”, would be mortified.
Conclusion
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OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:
- PRACTICES: www.BusinessofMedicalPractice.com
- HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
- CLINICS: http://www.crcpress.com/product/isbn/9781439879900
- ADVISORS: www.CertifiedMedicalPlanner.org
- FINANCE: Financial Planning for Physicians and Advisors
- INSURANCE: Risk Management and Insurance Strategies for Physicians and Advisors
- Dictionary of Health Economics and Finance
- Dictionary of Health Information Technology and Security
- Dictionary of Health Insurance and Managed Care
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Filed under: Ethics | Tagged: certified medical planner, CMP Program, david marcinko, Dick Wagner JD CFP™, financial advisors |
The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants 
SCOTTRADE WHO?
“Scottrade’s own internal-use materials instructed agents to target a client’s ‘pain point’ and emotional vulnerability, while training sessions lauded the use of emotion over logic in getting a client to bring additional assets to the firm,” according to the regulator’s complaint. “These tactics do not represent the behavior of a fiduciary.”
https://www.financial-planning.com/news/scottrade-charged-in-fiduciary-rule-enforcement-case?utm_campaign=Feb%2016%202018-daily&utm_medium=email&utm_source=newsletter&eid=349b552221c994e2540a304649746d7c
Dr. David Marcinko MBA
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