Archive for the ‘financial advisors’ tag
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What does contracting out mean?
I have just started work at a financial advisors as an admin assistant. The advisors advise in all areas of finance – mortgages, pensions, investments etc.
Anyway, the advisors said we’ll be concentrating on sending out the ‘contracting out’ reviews to our clients tomorrow.
Can anyone give me an insight on what ‘contracting out’ means in the finance world.
Thanks x
Are you prepared for a health emergency in your family? – 23 June 2009
Kartik Varma, Co-founder of iTrust Financial Advisors www.itrust.in suggests things you should do to be prepared for any major or minor health emergency in your family.
Benefits of Insurance and Financial Pro’s Marketing The Money Merge Account System
Mortgage company owner and top leader with United First Financial Rich Schaffer talks about all the reasons so many Insurance and Finance professionals are adding the Money Merge Account system to their arsenal of products in helping their clients get out of debt and build wealth faster. Call Jarrett Holmes for answers to all your questions at 336-558-5277.
Qualifications to be a Financial Advisor in the UK?
What are the standard qualifications that financial advisors hold in the UK? With a general finance background working in Industry how can I become a financial advisor for high net worth individuals and the general public?
