Please send me an email, and we can continue the discussion privately.

Roger

rstreit (at) keyfeeonly.com

I am from Singapore so I am not sure if NAPFA applies. I am need to the field, I am actually an Arts major.

Maybe its just the company culture that kind of sounded too money minded to me: after going through a 4.5 hrs of interview, all that I get to see from them are their employees’ portfolio of the kinds of cars they own, their annual income, their landed properties etc. Its all about how they get rich by working as a planner, but it was never about what kind of work they did to get that.

I raised the issue that while I am willing to strive hard as I know this field needs to be able to solicit business from people of all walks of life, I wanted to have a better work balance – for ex: if I can get 20 clients per month, I might only want to do 15 clients – the remaining I will rather not do their business but spend the time with my family. But the HR manager seems to nterpret that sense of family responsibility as not motivated enough to work hard enough, so what can I say?

And the renumeration package they offered is solely based on commission , no medical benefits at all. And in fact they wanted me to start the job in midst of my last semester so that I can earn as soon as possible. It really makes me wonder is that what finacial planning is all about? Or am I a misfit that should consider a job elsewhere?

There are many kinds of financial advisory practices. Have you interviewed with stockbrokers or with Registered Investment Advisors? Have you contacted members of NAPFA? They tend to be more holistic in their approach. http://www.napfa.org/

Some financial advisors do “life coaching.”

For many, the advisor starts with the client’s goals and helps define and clarify what is important to the client. So it does not have to be all about money. Money is a means to an end, whether a successful retirement, college costs, or a legacy.

Regards,

Roger

If you go to the GPN web site, you can Locate an Advisor near you and not be contacted.

At the NAPFA web site, you can do the same thing, as long as you check the box that says you do not want your information to be sent to NAPFA Members. Unless you check this box, the information you enter will be transferred to NAPFA members for the purpose of having them contact you.

Roger