What should I expect from the planner?
What questions should I ask?
How much does such a service usually cost/what is a typical fee schedule?
KELLY
2) Cold calling or networking for new clients?
3) Executing trades online?
4) Planning investing strategies for specific clients?
5) Filling out tax forms and other dull paperwork?
6) Catching up on the latest revisions to tax rules, etc.?
Please let me know what you spend the MOST time doing. I’m considering becoming a CFP, but I’m not a very procedure-oriented person. I enjoy exploring strategies for clients, and meeting with clients, but I’m not much of a “fill out papers all day” kind of guys.
Thanks in advance for your help!
TONYA
Can they still consider that as household income, and raise my portion of the rent? Thanks
ELLA
I received no summons or judgment, so it wasn’t a legal proceeding.
Had I held my checking account with another financial institution, could Wells Fargo have exercised that right there?
How often can a bank exercise this right?
FOSTER