A financial agent from Regina (PEAK INVESTMENTS) mentioned that when he entered this business, and he was not as young as most, he decided that he would get educated, for those he met with and for those whom he presented his ideas
He had it right. What brings this into focus NOW is that next year, coming soon, all clients will start to receive the, until now , hidden costs of their investments . They may not be pleased.
They will ask what value added is their ‘advisor’ providing them?
Education sure helps, as it does or should, ☑️in the areas of law, medicine and accounting. Many in this business have no designations that show a degree of education in their work
After all it is about their money, equally important, to the three just mentioned
There are many ‘advisors ‘ or those in ‘ management’ that have enough designations that the letters would bleed off the end of their business cards. And the result?
……………..Unfortunately there is no designation for TRUST.🔴❌.
But that is another story.