Has anyone ever noticed that just about every banker, investment manager, financial planner, etc has the title of Vice President, Senior Vice President, or some other very important sounding title? I have heard people talking about their investment portfolios being managed by the Senior VP of the bank or brokerage firm. The issue is that these titles give a sense of confidence that may or may not be justified. It is more valuable when seeking investment advice to look for experience of the individual and the team, access to world-class products and expertise rather than titles. No matter what you decide, stay on top of your long term plan and focused on your goals. Having professional guidance should help you get to your goals faster than on your own. Get started towards enhancing your financial security today!
Posted on: Thu, 17 Jul 2014 04:04:54 +0000
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