It’s pretty interesting! Which is a huge compliment coming from someone that can’t pay attention to anything for more than 5 seconds.
II5
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“Tim has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (he is) passionate about the well being of both (his) customers and (his) industry. My observation is that (he) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.”
“Tim has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (he is) passionate about the well being of both (his) customers and (his) industry. My observation is that (he) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.”
Quantum FinancialJune 18, 2015
“With so many conflicted planners operating in this country it is important to have a voice that stands out for those planners who have embraced a model that promotes their clients’ interests.”
“With so many conflicted planners operating in this country it is important to have a voice that stands out for those planners who have embraced a model that promotes their clients’ interests.”
Quantum FinancialNovember 30, 2015