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The Reason Personal Finance Is Suffocating

The majority of children fire their parents' financial advisor upon receiving an inheritance.

I’ve been a student of the personal financial services industry since I was seven years old. On the weekends, my father dragged me to his office to file statements and company bulletins. Obviously, going paperless wasn’t an option in the early nineties. At 41, he was a budding financial advisor with IDS American Express, which he joined in 1991. He was attracted to their focus on financial planning and not just selling financial products, although there was plenty of that as well.

Read the full article at Observer.com here.

 

 

 

 

 

Author: LifeTalk Admin (Bella)
Posted: Sunday, May 22, 2016 | 8:39:36 AM


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Comments

14 June 2016 | 3:07:31 PM  Graham Phillips wrote:
I have seen your article on IFALIFE and it is well worth your visiting our website www.rossmorefinance.com and give me a call on 01923 268468
Kind regards

Graham Phillips
Senior BDM

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