Critical Encounter (with the Advisor)

The financial industry is not as regulated as the healthcare industry. Almost anyone can call themselves "advisors". There are some who have specific designations such as CFP, CFA, CLU (and by all means this is not an exhaustive list here). However, many do not and many are only interested in selling products as opposed to honestly provide advice and strategy. Know who you are dealing with. Are you engaging an advisor or a salesperson?   I am excited to announce my upcoming virtual Financial Workshop on June 4th, 2021. "What would your future self tell you in 30 years that you need to hear now?" Empower your Future self now. Please visit: www.beautifultimesinc.ca/conferenceandworkshops Space is limited to 100 attendees!   Please also visit: www.financialhealthdoc.com   Email me at [email protected]