Budgeting, Certified Financial Planner, Financial Guidance and Sales

Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor

Financial Advisor Medical Insurance Education

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Now, granted, I don’t think that that’s true.

CFP

CFP Financial Advisor Financial Planner Ethics

Financial Advisor Source

Why do Physicians Need Financial Advisors and How to Find Them

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

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