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The Personal Actuary: A New Star in the Universe of Financial Advisors
her identify life goals and objectives and then direct her to investments that would help her achieve ... to sell product, not to resolve problems. The primary objective of financial organizations is to accumulate ...- Authors: Paul Richmond
- Date: Aug 2006
- Competency: Professional Values>Practice expertise
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Alternative careers
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The Personal Actuary: A New Star in the Universe of Financial Advisors
The Personal Actuary: A New Star in the Universe of Financial Advisors This article discusses ... to sell product, not to resolve problems. The primary objective of financial organizations is to accumulate ...
- Authors: Paul Richmond
- Date: Jan 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: The Independent Consultant
- Topics: Actuarial Profession>Entrepreneurism