Comments on: Secret Society of REAL Financial Planners

By: Answers About Your Bad Investing Behavior - Part Two - Bucks Blog - NYTimes.com

Answers About Your Bad Investing Behavior - Part Two - Bucks Blog - NYTimes.com — Tue, 03 Nov 2009 19:19:22 +0000

[...] some that may be impossible after all that has happened. But know this: There is a secret society of real financial planners that can be trusted. (It’s a topic for another [...]

By: What Do You Do? Real Financial Planning

What Do You Do? Real Financial Planning — Mon, 12 Oct 2009 17:14:21 +0000

[...] the most part, the Real Financial Planning industry is still secret. But it is crystal clear that people have had enough of the [...]

By: Just Me

Just Me — Sun, 27 Sep 2009 22:13:39 +0000

Great. More free work. I'd like to get paid. I'm tired of hearing about all these damn con artists making bzillions and I'm struggling to keep food on the table being honest and trying to help peopl. I don't need to give MORE free advice. I need to get paid. I've literally had the proverbial little old lady who got scammed by an annuity sales rep tell me that she can't afford to pay me anything to help sort out her messes. She sure as hell had money to pay the crook with!!! Why does he get paid and I don't???

By: Just Me

Just Me — Sun, 27 Sep 2009 15:13:39 +0000

By: Financial Spread Betting

Financial Spread Betting — Mon, 21 Sep 2009 18:08:27 +0000

Agree with Mark as even though you're right we hope you can spread the word.

By: thinkingcarl

thinkingcarl — Mon, 14 Sep 2009 19:07:24 +0000

Thanks Matthew! Keep it up!

By: mattheweverson

mattheweverson — Mon, 14 Sep 2009 18:59:16 +0000

I'm a member! Every month since March, I go down to our local "JobLink" (a Federal and State funded program to link unemployed folks with a job opportunity) and give a FREE 1.5 hour talk about surviving a layoff or unemployment.

We talk through credit card debt, savings, budgets, health insurance, COBRA, unemployment insurance, facets of 401(k)/IRA rollover and generally how to survive a financial crisis.

The talks are pro-bono but because of the good words I'm geeting, I did actually gain a client via referral.

The best was the reaction of the director JobLink's remarks after my first talk. She was apparently as skeptical as Seth above. "You shocked me! Not a mention of life insurance, mutual funds or how you could help people if they'd come meet with you! Not a single come on! Wow! Thank you!"

Yes, there are REAL and Trustworth Financial Planners. We're struggling to make ends meet ourselves right now because we don't purposely rip folks off. I'd sleep a lot better at night if it weren't for my own fiscal tightness at the moment! But, I'll make it. And it feels good to help others get solid advice they need.

By: rwohlner

rwohlner — Mon, 24 Aug 2009 20:49:38 +0000

A good place for folks to start looking for an unbiased financial advisor who is focused on their needs and not on selling product is NAPFA (www.napfa.org). Am I biased, you bet. I am a proud NAPFA member and a member of the group's Midwest Regional Board. I am more and more impressed with my fellow members and their dedication to their clients with each conference I attend and with each interaction with a fellow member. Obviously anyone looking for a financial planner should do their homework and being a member of NAPFA does not automatically make someone the right advisor for a particular consumer. I would urge anyone looking for an advisor to include NAPFA in their search.

By: Great Information Doesn’t Replace REAL Financial Planning

Great Information Doesn’t Replace REAL Financial Planning — Wed, 19 Aug 2009 14:32:54 +0000

[...] read whatever you want, but then find a member of the Secret Society of REAL Financial Planners and find out how it applies to [...]

By: Opening the Doors at Behavior Gap

Opening the Doors at Behavior Gap — Fri, 07 Aug 2009 15:32:59 +0000

[...] white papers are being shared by Real Financial Planners all over the country and passed among interested friends and [...]