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“You must plan for your financial goals”, “We conduct a complete needs analysis and then give you solutions”, “Our method is superior” so on and so forth. These lines are used as punch-lines by most financial product sellers while talking to you and posing as Financial Planning advisors. Goal planning is a far more complex exercise than you Continue reading What is goal planning? Question: Why do we pay a fee to a lawyer / doctor and most times don’t even ask our agent/broker for his charges? Answer: Lawyer saves & protects you / your interest and a doctor cures you from ailments. Both give personalised and specialised advice. You don’t have to pay the agent because though he gives Continue reading Question Bank for your Man Friday |
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