If we were loyal financial planners we would not be paid otherwise for selling a product over another. We are product driven, transactional agents who are able to give paltry financial planning recommendation due to our chartering problems with regards to insurance and our once once again referred to pressure to sell product.
If we concentration all of our concern on providing burly financial planning recommendation then we will skip our product pull targets and be disciplined accordingly, thus creation financial planning even more of a unattractive wake up with our clients.
This we think is indeed a tarnish since it’s the industry that controls what CFPs do. With the leading banks determining the immeasurable most of clients’ riches and wanting more of it, we find it unhappy that the most of Canadians who do not have financial skeleton censure it on themselves
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