<i>Philosophy at odds with rivals</i>
</i>Executed properly, it can mean instant recognition</i>
<i>Planners gave their firms significantly lower marks this year</i>
<i>Planners, who last year dismissed the need for designations, are seeing the light</i>
<i>Most say there is a need for more tech support and better training in using front-office software</i>
<i>Planners complain about lack of company support, but few are willing to sacrifice a chunk of their paycheques for it</i>
<i>Non-compete contracts and penalties to transfer accounts are taking hold</i>
Over the telephone, a Primerica Financial Services Ltd. planner speaks in confidence about the real reason he’s leaving the firm. His comments reflect the results from this years Planners’ Report Card. Of all the Primerica planners who were polled for this year’s survey, not one had a CFP designation. The PFSL planner who wishes to […]
<i>Some planners complain companies are too strict</i>
<i>A sizable number of financial planners are working from home, and some have hired their spouses</i>