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Speaking of Wealth Managers

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Speaking of Wealth Managers Empty Speaking of Wealth Managers

Post by Ssmith on Tue Dec 09, 2014 10:20 am

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
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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.
 http://www.ofgltd.com/leadership/default.aspx/2/managing-directors 
Ssmith
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Speaking of Wealth Managers Empty Re: Speaking of Wealth Managers

Post by Kevind53 on Tue Dec 09, 2014 4:30 pm

The question to ask yourself is do you really want to work with someone endorsed by one of Phoney's followers?

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"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

 Speaking of Wealth Managers 2805820865  Speaking of Wealth Managers 2805820865  Speaking of Wealth Managers 2805820865  Speaking of Wealth Managers 2805820865
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Speaking of Wealth Managers Empty Re: Speaking of Wealth Managers

Post by Cascadian on Tue Dec 09, 2014 7:27 pm

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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