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Behavior Gap TV: The Underground Society of REAL Financial Planners

by Carl on April 1, 2009

I want to let you in on a little secret: there are good, honest, ethical financial planners in the world.

One of my fundamental beliefs is that everyone should have a financial planner in their lives, but finding a good one can be a challenge. However, just because it’s a challenge doesn’t mean they don’t exist. These guys and gals aren’t terribily terribly concerned with marketing, but with providing great, unbiased advice to their clients.

I don’t have a magic bullet, but I hope we can provide some guidance over the next few months on how to find a good financial planner. Financial planners who can have a good impact in your life do exist.

{ 16 comments }

Wealth Pilgrim April 2, 2009 at 5:11 am

Thanks for sending out the message Carl. Nicely done.

Wealth Pilgrim April 2, 2009 at 7:11 am

Thanks for sending out the message Carl. Nicely done.

Monevator April 4, 2009 at 3:12 am

It could just be my PC but I can't watch the video past 1:02. It freezes there.

Might be worth checking! :)

Monevator April 4, 2009 at 3:19 am

I cleaned out my cache and it's working now. Apologies for the fuss!

Monevator April 4, 2009 at 5:12 am

It could just be my PC but I can't watch the video past 1:02. It freezes there.

Might be worth checking! :)

Monevator April 4, 2009 at 5:19 am

I cleaned out my cache and it's working now. Apologies for the fuss!

CFD Trading April 14, 2009 at 7:35 am

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CFD Trading April 14, 2009 at 7:36 am

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Cent_of_a_Woman April 27, 2009 at 11:29 am

Thank you! As a Financial Professional it feels like an uphill battle everyday to counteract the stigma we have acquired based on the Madoffs and other unscrupulous “advisors” out there. There IS hope, and we ARE out there. We may be quieter than others, and yes we often DO have smaller marketing budgets, but we are truly looking out for our clients.

thinkingcarl April 27, 2009 at 11:46 am

Your welcome.

Cent_of_a_Woman April 27, 2009 at 1:29 pm

Thank you! As a Financial Professional it feels like an uphill battle everyday to counteract the stigma we have acquired based on the Madoffs and other unscrupulous “advisors” out there. There IS hope, and we ARE out there. We may be quieter than others, and yes we often DO have smaller marketing budgets, but we are truly looking out for our clients.

thinkingcarl April 27, 2009 at 1:46 pm

Your welcome.

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Swing Trading October 17, 2009 at 10:09 pm

Interesting post. I have stumbled this for my friends. Hope others find it as interesting as I did.

Jeremy Walter February 4, 2010 at 5:24 pm

Ha – had a great prospective client meeting this morning in which we had to overcome HUGE obstacles left in the wake of previous financial planners. The client had zero trust with planners. I wish I could have sent him this video in advance. After 90 minutes, he seems to trust us and we look forward to a great relationship – but man, it was an effort to get him there.

Jeremy Walter February 5, 2010 at 1:24 am

Ha – had a great prospective client meeting this morning in which we had to overcome HUGE obstacles left in the wake of previous financial planners. The client had zero trust with planners. I wish I could have sent him this video in advance. After 90 minutes, he seems to trust us and we look forward to a great relationship – but man, it was an effort to get him there.

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