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Originally Posted by BlueStarAirlines
This sounds good, but there is a huge fallacy in the statement. We know what a medical or dental "professional" had to do to become that "professional". There was additional schooling, there were boards to pass, continuing education.
What are the requirements for someone to become a financial "professional"? The answer is absolutely nothing! Most do get certifications such as the CFP and if you want to sell securities one needs to pass the Series 7 or General Securities Representative License test....but its a pretty low bar.
To put a doctor or dentist on the same shelf as a finance advisor is silly. I'm not knocking financial advisors, but due diligence examining their credentials, certifications, and education would be prudent.
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Another difference, my unscientific search indicates there are multiple more FA's seeking clients than Doctors seeking patients.
