Personal Finance
Does Financial Success of Adviser = Capabilities?
By Akhiat  •  September 17, 2008
By: Adrian Khiat One of my usual past-time is to read Newspaper and Financial magazines. Financial Advisers from different companies are frequently invited to give their views on specific case studies. These article sometimes introduce the adviser before or after their views are posted. Many times, the sales achievement are more emphasized than their qualification and experiences. One particular sales achievement they always emphasize is the MDRT or the COT. They always emphasize this Adviser "XXX" achieved the MDRT XX years consecutively and Life member of the XXX club of the company, etc. When they put qualification, they sometimes actually only holds a AFP or AFC, etc despite they being XX years in the business. Are Sales achievement of an adviser so important to a client? Does an MDRT or COT adviser necessarily be better than one with none to shout about? We always see these advisers faces being published by major newspaper and their clients probably see them as more professional than those whose faces are not published. I was being questioned by a prospect this morning. She wants to vet through my own financial plan including net worth, investment and insurance portfolio before allowing me to even meet her. She might be looking for a financially stable adviser or is looking for an adviser who are able to walk the talk. Read more...
Read the full article
By Akhiat
Adrian entered the Financial Advisory Industry in Feb'03 after years in the Shipping and Logistics Arena. He joined the industry with a strong belief that the public need better advice in their financial plan. "It is a big challenge to me till today because I am not a natural Sales Person. However I want to remove public's perception that Financial Adviser are all Salespeople. It is a professional job that deserve more respect. I want to impart my methodology, skills and knowledge to help you improve your Financial Health and to share health tips to improve your Physical Health."
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance