Moderator: Charlie Phillips
Okami wrote:Now I like Edgar Allen and what he's doing and hope to do it myself one day, but he just hit the crux of a problem that most genuine financial adviser/planners hit. How does he make enough money to justify the time and resources put into this business? I hope he has really good luck and finds a good set of clients that support him because of his financial acumen. There's a reason that financial planners have such a dodgy/aloof reputation. It's because you aren't worth anything to them without having at least 6 figures in the bank.
is insufficient. You need at least 7, possibly 8.least 6 figures in the bank
Elegua wrote:For many funds IIRCis insufficient. You need at least 7, possibly 8.least 6 figures in the bank
citizen k wrote:I met with EA again last week, then on the weekend in HK. Most of all, I am happy with the way he first listens to an individual's situation and their objectives, both long and short term to create a profile before proceeding to offer advice. I've been turned off financial planners in the past because they tend to offer products that are miles off from what I'm looking for simply because they haven't taken the time to ask or listen. Not so with EA; he took great care to find something that appealed to me, outlined and explained it clearly and completely, and made sure I was completely comfortable before proceeding with any signing.
llary wrote:I would suggest that anyone who has even a very small amount to invest each month get in touch with EA right now (I think the minimum is just a few hundred US$ each month). One nice thing about the plans he can offer is a very low barrier to entry that suits individuals just starting out with investment all the way up to multi-millionaires. EA is probably the first advisor/agent I met who seems genuinely interested in taking on what other advisors see as small cases and you will definitely not regret having a nice lump sum after a few years of saving.
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