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Tag Archives: RFP
Helping people plan for the future, part 3
… conclusion What should we do? Well, we should continue to build more professional practitioners, teach them well and make them adhere to values like competence, integrity and commitment. At the same time, those who are in a position to … Continue reading
Helping people plan for the future, part 2
Convincing people that they need insurance, long term savings and a healthy cash flow is not that easy. You will hear all sorts of excuses and you will see people uninterested. However, when you see a sale on flat tv’s, … Continue reading
Posted in financial planning
Tagged financial planner, financial planning, registered financial planner, RFP
2 Comments
Helping people plan for the future, part 1
This year is my 22nd year in the financial services industry and I am a bit nostalgic. Aside from the fact that I am not as young as I think I am, I’d like to say that 22+ years have … Continue reading
Posted in financial planning
Tagged financial planner, financial planning, registered financial planner, RFP
3 Comments
My advocacy, part 1
I lectured at the Registered Financial Planner (RFP) Program last Saturday and the class and I had a nice discussion on the advocacy that I am into. In fact, I believe the class was more interested discussing my advocacy as … Continue reading
Posted in financial planning
Tagged all about money, chinkee tan, cito beltran, financial freedom, registered financial planner, RFP
2 Comments
Brothers Fausto: Teenage Investors!
Who are the Fausto brothers? The Fausto Brothers Martin, Enrique and Anton are sons of Marvin and Rose Fausto. Marvin was the Head of Trust of Equitable PCI Bank and is now the Head of Investments of Banco De Oro. … Continue reading
Posted in Events
Tagged blue chip, enrique fausto, invesments, martin fausto, marvin fausto, RFP, rose fausto
3 Comments
Is he a real financial planner, part 2
… 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