“Let them smell the leather”: Rogers on the financial plan sale
- By: Jim Rogers
- April 11, 2011 October 31, 2019
- 14:40
43% of Canadians found it hard to see the value of a financial plan: KPMG
Pay attention to financial compatibility, debt and spousal definitions
Focused sessions and visual tools helps this financial planner guide clients
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
Insurer, MGA fined a total of $115K for paying commissions
Revisions aim to prevent disclosure duplication, added burden
Man with "extensive criminal convictions" forged criminal record checks