Wealth Builders Group / MoneyMasters and myEcon Members
What myEcon Members need to know about investment professionals.
WBG highly encourges everyone to demand any financial entitiy to provide third party objective proof of anything that is stated to you.
A. Substantiate their claims and investment results.
B. If they are selling an investment of any kind (Prescious metals, commodities, forex, oil and gas, land etc.) are they registered with FINRA and / or the SEC.
C. Ask yourself how can you trust your future plans of your family to individuals that you know nothing about.
1. What their real names are.
2. What their higher education level is, if any.
3. What their business accomplishments are, if any.
4. What their financial certifications are, if any.
5. Do they have any financial conflict of interest in what they are promoting?
When you are looking for a finanicial professional, that person should be well qualified... This power point will teach you what financial designations you should look for when you are seeking advice. Remember more certifications are better; none is not acceptable!
Click on the link below:
If you have any questions or concerns about such calls, give WBG a call at 706 593 8689 and we will try to clarify it for you.
Remember, if it sounds to good to be true, it probably is.....
If you wish to have Bob Crane, CFP on one of your conference calls to discuss Taxes, Investments etc and help to close prospects to join MyEcon we can work with you to help build your organization.