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PAY OUR BILLS
(1). To take expensive and time-consuming exams and classes (see credentializer) in order to add impressive-sounding letters after your name on your resume.
“You’ve got to credentialize that resume, Tom. I mean, look at me. I’ve got my CFP, CLU, CTFA, ChFC, AIAF and Series 7, 63 and 24 licenses. Where did I go to college? Well…that was a long time ago…umm…”
(1). To always go for the trendy, new investment of the moment. You’ve got a long road to retirement, my hipster friend.
“So, a lot of folks out there are just chasing the hot dot, you know? We take a much more measured approach. Well, “measured” in terms of measuring how much we can charge! Am I right?! So, anyway … bless me, Father, for I have sinned ….”