- 500
Just curious what you guys and gals thought of a recent email I received from a GA:
"Rather than resist the shift to the financial advisor, embrace it. This can look any number of ways, and two that occur to me are obtaining the CFP designation, or aligning with CFP's as centers of influence much in the way we have viewed CPA's historically. The public really has no idea what a Chartered Life Underwriter is, nor do they care to learn. We have been out-marketed by the CFP organization, and it's time to accept it. Maybe joining the local CFP chapter is a good first step."
"Rather than resist the shift to the financial advisor, embrace it. This can look any number of ways, and two that occur to me are obtaining the CFP designation, or aligning with CFP's as centers of influence much in the way we have viewed CPA's historically. The public really has no idea what a Chartered Life Underwriter is, nor do they care to learn. We have been out-marketed by the CFP organization, and it's time to accept it. Maybe joining the local CFP chapter is a good first step."