Story featuring Treena Nault, Consultant with Investors Group Financial Services Inc. in Winnipeg, Manitoba. Treena talks about how she started her career at Investors Group working with her mentor Senior Executive Financial Consultant Ralph Weekes. Treena and Ralph talk about the importance of coaching and mentoring in developing your own practice as a financial advisor.
Ralph is nice guy. The problem is he teaches advisors to get their clients to borrow from the bank to buy investor group mutual funds. Since the crash of 2oo8 many people have suffered. There is almost no talk of risk management and how protect your family during downturns.
MrCFP123 1 year ago