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Summary
Have you ever wondered what the alphabet soup after your financial planner’s or advisor’s name means?
What about the difference between financial planners and financial advisors?
Find out the answers to these questions with the help of Peter Gutekunst in this episode of Tell Your Boss I Quit!
Here, Peter shares what his designations mean for his clients and why CFP® is considered the gold standard for financial planners. Plus, he reveals the difference between being a financial planner and a financial advisor for himself and his clients.
Peter discusses:
- What different financial designations mean
- The difference between a financial advisor and a financial planner
- Why financial planners focus on having conversations with their clients
- How he learned the right questions to ask
- And more!
Resources:
Connect with Pete Gutekunst:
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Gute Financial Services and Peter Gutekunst and not necessarily those of Raymond James.
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