Tag Archives: financial planner

Thank you!

Posted on July 12, 2010 by Randell Tiongson

The 3rd No Nonsense Seminar on Finance was a successful one. To those who attended, my sincerest gratitude and I pray that you learned something valuable. To those who helped me promote this event, my thanks too! God bless.

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Benefits of Financial Planning

Posted on March 25, 2010 by Randell Tiongson

Q. How will you benefit from Financial Planning A. Financial planning will give you a clear picture, perhaps for the first time, of where you stand financially. Many families have no idea of the value of their estate, how they … Continue reading →

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Is he a real financial planner, part 2

Posted on February 21, 2010 by Randell Tiongson

… con’t. 2. Gathering client data, including goals. The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if … Continue reading →

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Is he a real financial planner?

Posted on February 17, 2010 by Randell Tiongson

The term ‘Financial Planner’ has been a buzz for quite some time now. It makes sense to have a doctor for our medical needs, architects & engineers for our building needs, computer engineers for Information Technology needs – why not … Continue reading →

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Confession of a Financial Planner

Posted on February 15, 2010 by Randell Tiongson

MY wife Mia and I went on a date last night. Since my wife loves to watch movies and since the secret to a happy life is a happy wife, I instinctively knew she would prefer watching a movie.

I thought she would prefer watching the John Lloyd Cruz-Sarah Geronimo movie so I was trying to psyche myself to watching it, but I was so delighted to find out she wanted to watch something else. My wife knew I’m not a big fan of those movies so she wanted to watch something else for my sake. That’s one of the many reasons I love my wife so much—so unselfish! Not wanting to be a total … Continue reading →

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Real Christmas

Posted on December 22, 2009 by Randell Tiongson

This appeared in my column at the Business Mirror A few days ago, I was walking along Orchard Road in Singapore. I was marveling at how the huge department stores on that famous road were adorned with Christmas decorations. In … Continue reading →

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Do you really make a difference?

Posted on December 3, 2009 by Randell Tiongson

Do you sometimes wonder if what you do really makes a difference? I’ve been an advocate of financial planning for almost a decade now and there are times that I ask myself if I’m really making a difference in this … Continue reading →

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Dreams and Deadlines, Part 2

Posted on December 2, 2009 by Randell Tiongson

… part 2 As financial planners, are we getting our message across? Are Pinoys any closer to financial freedom? I am elated to see more and more financial planners, more books and articles and a gazillion blogs on personal finance. … Continue reading →

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What is a financial planner, part 1

Posted on November 17, 2009 by Randell Tiongson

Taken from my column at the Business Mirror In 2005, I was approached to help established the Registered Financial Planner Institute in the Philippines. I immediately agreed to be a core part of this endeavor because I felt the financial-services … Continue reading →

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