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Author Topic: [Video] A Day in the Life of a Financial Advisor  (Read 3739 times)

atribecalledquest

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[Video] A Day in the Life of a Financial Advisor
« on: March 22, 2013, 08:42:37 PM »
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« Last Edit: January 12, 2019, 03:09:45 PM by Kevin »
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kudy

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Re: [Video] A Day in the Life of a Financial Advisor
« Reply #1 on: March 23, 2013, 09:58:33 AM »
HAH, "Suze Orman, Suze Orman, Suze Orman"
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Self-employed-swami

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Re: [Video] A Day in the Life of a Financial Advisor
« Reply #2 on: March 23, 2013, 10:23:13 AM »
Oh dear!

Also, what is wrong with an annuity?
« Last Edit: March 23, 2013, 10:25:20 AM by Self-employed-swami »
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grantmeaname

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Re: [Video] A Day in the Life of a Financial Advisor
« Reply #3 on: March 23, 2013, 10:45:53 AM »
Quote from: Self-employed-swami on March 23, 2013, 10:23:13 AM
Also, what is wrong with an annuity?
Inherently, maybe nothing. But you're giving up a lot of return for a little security in even the simplest annuity instruments, and they can only get worse from there as other riders are tacked on -- just like whole life insurance.
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Self-employed-swami

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Re: [Video] A Day in the Life of a Financial Advisor
« Reply #4 on: March 23, 2013, 10:55:11 AM »
Quote from: grantmeaname on March 23, 2013, 10:45:53 AM
Quote from: Self-employed-swami on March 23, 2013, 10:23:13 AM
Also, what is wrong with an annuity?
Inherently, maybe nothing. But you're giving up a lot of return for a little security in even the simplest annuity instruments, and they can only get worse from there as other riders are tacked on -- just like whole life insurance.

Ah, so bad annuities are a bad deal.  Got it ;)

<- wrote the level 1 CFA exam.
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grantmeaname

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Re: [Video] A Day in the Life of a Financial Advisor
« Reply #5 on: March 23, 2013, 02:09:45 PM »
Like bad life insurance and bad mutual funds.

Quote from: Self-employed-swami on March 23, 2013, 10:55:11 AM
<- wrote the level 1 CFA exam.
And a mustachian? What a badass. Mad props for that.
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the fixer

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Re: [Video] A Day in the Life of a Financial Advisor
« Reply #6 on: March 23, 2013, 02:16:43 PM »
That video was awesome. Trying to give financial advice to friends and family feels like that.

Sometimes I wonder if I should try being a financial adviser... independent of course...
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Self-employed-swami

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Re: [Video] A Day in the Life of a Financial Advisor
« Reply #7 on: March 23, 2013, 03:48:17 PM »
Quote from: grantmeaname on March 23, 2013, 02:09:45 PM
Like bad life insurance and bad mutual funds.

Quote from: Self-employed-swami on March 23, 2013, 10:55:11 AM
<- wrote the level 1 CFA exam.
And a mustachian? What a badass. Mad props for that.

I never said I passed ;)
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