Many people set goals, yet on average they only attempt them less than once. Those who do reach their goals attribute their success to setting tangible, measurable objectives – and pursuing them with focus and determination, even when faced with challenges.
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
By Craig Lemoine, Director of Consumer Investment Research We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. I could say “Tammy, a CLU and ChFC®, revi …