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The Professional Financial Advisor III: Putting transparency and integrity first, by John J. De Goey
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Sweeping changes are transforming the financial services industry. Simultaneously, more and more Canadians are turning to professionals to invest their money and arrange their financial affairs. They want to work with qualified professionals but are often left to work with narrow, product-based sales representatives. John J. De Goey, CFP, Fellow of FPSC™ argues that
- Sales Rank: #5342375 in Books
- Brand: Brand: Insomniac Press
- Published on: 2012-09-19
- Original language: English
- Number of items: 1
- Dimensions: 9.00" h x .73" w x 6.00" l, .96 pounds
- Binding: Paperback
- 322 pages
- Used Book in Good Condition
About the Author
John J. De Goey, CFP, Fellow of FPSC™ argues that financial advisors are changing the way they do business. Some of those changes are regulatory and mandatory; others are profit-seeking and voluntary. Instead of earning commissions for placing products, they are increasingly charging fees for rendering more professional services. In the process, they are putting the interests of their clients ahead of the interests of their employers and product suppliers—in many instances for the first time. This third edition is updated to keep you on top of recent changes in the industry and is written in a more accessible manner. Whether you work in the financial services industry or are currently an investor, it should be required reading.
Most helpful customer reviews
0 of 0 people found the following review helpful.
Great insights from a great financial planner
By L. Zoltan
John tells you the true story of comprehensive and fiduciary plannning.
Asks the critical questions you as a financial advisor should have asked long before: what really matters if you are a faithful servant of your clients.
A must read for commission based sales guys... and also DIY clients and those who want a better understanding of what their advisor actually does and why compliance is pretty different from fiduciary.
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