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Someone resurrected this "Getting Your Feet Wet With Wealth Managers" Guide that was posted back in February. It originated with "Daz", a TNT mod.
|GETTING YOUR FEET WET WITH WEALTH MANAGERS|
SOME OF YOU GUYS WILL BE NEEDING AND USING WEALTH MANAGERS IN THE FUTURE. SOME MAY EVEN NEED OR CONSIDER A FAMILY OFFICE OR SINGLE FAMILY OFFICE STRUCTURE.
HERE ARE SOME VIDEOS OF WEALTH MANAGERS BEING INTERVIEWED SO YOU CAN GET A FEEL FOR THE ENVIRONMENT IN ADVANCE .
THIS IS NOT A SPECIFIC RECOMMENDATION OR PROMOTION OF THIS COMPANY BUT CONSIDER THE FEE BASED FIDUCIARY CLIENT RELATIONSHIP AS DESIRABLE MOVING FORWARD FOR YOUR GREATEST CONTROL AND SECURITY...VIDEOS FOR INFORMATION PURPOSES ONLY.
- GURU HUNTER
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The question to ask yourself is do you really want to work with someone endorsed by one of Phoney's followers?
Trust but Verify --- R Reagan
"Rejoice always, pray without ceasing, in everything give thanks; for this is the will of God in Christ Jesus for you."1 Thessalonians 5:14–18
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Not being a Wealth Manager (for myself, let alone others), I am glad that I don't have to worry about these nuts coming to bug me.
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