The following is an article from the Sunday
Times, on the 03rd June 2018.
It talks about the misbehaviour of financial services consultants. The cases are over, but there will always be
new cases. Like any industry, there are
exceptional professionals, and there are those who are less than ethical. The following article has a checklist that is
useful for any person considering financial products, and engaged in active
financial planning. The checklist is
meant to be a guide. A financial services
consultant is still required.
These are my thoughts on business development and management issues. I worked for years as a consultant and in various positions in the logistics and maritime industry. We have handled projects from training and development to corporate imaging and branding.
14 February, 2021
Checklist When Considering Financial Products
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