Tag Archives: financial planner

Do you really make a difference?

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

… 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

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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