Articles authored by Craig Lemoine
Financial Advisor, Financial Planner, Retirement Consultant – How the SEC and Consumers See Your Title
Financial planner, wealth manager, financial dream coach – these are just a few of the many titles I’ve seen advisors use to describe themselves. Some titles and designations are worth a lot more than others. You may know that, but chances are your clients do not. In the loosely regulated world of financial advisor titles, …