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BY DR. DAVID EDWARD MARCINKO MBA MEd CMP™
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SPONSOR: http://www.MarcinkoAssociates.com
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Selecting a Healthcare Focused Financial Advisory Team
Most retail financial services products are designed to enhance the well-being of the Financial Advisor and vendor at the expense of clients.
The clients get only the leftovers.
Of course, no one tells them that secret.
They have to figure it out for themselves.
As the old line goes, “Where are the customers’ boats?”
Rowland, M: Planning Periscope [Where Advisors are the Clients]. Financial Advisors Magazine; page 36, April 2014.
SPEAKING: Dr. Marcinko will be speaking and lecturing, signing and opining, teaching and preaching, storming and performing at many locations throughout the USA this year! His tour of witty and serious pontifications may be scheduled on a planned or ad-hoc basis; for public or private meetings and gatherings; formally, informally, or over lunch or dinner. All medical societies, financial advisory firms or Broker-Dealers are encouraged to submit a RFP for speaking engagements: MarcinkoAdvisors@outlook.com
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Filed under: "Advisors Only", "Ask-an-Advisor", CMP Program, Experts Invited, Financial Planning, Interviews, Investing | Tagged: clients, CMP, DO, DPM, financial advisor, financial advisors, financial planner, financial planners, Marcinko, mary rowland, MD, RN | Leave a comment »
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