Updated Thursday, August 27, 2015 as of 10:17 PM ET

Producer Profile: Previous Job in Retirement Home Inspired Her to Become an Advisor

Some two decades ago, Annette Martin was working as an administrative assistant at a retirement home in Lancaster County, Penn. Recalling those days, she says, “I met so many people there who were simply not financially prepared for retirement.” She explains, “It was a really nice place, with independent living facilities, and places where you would go later if you needed more care but it was pretty pricey. People would have to prove they had the assets, and many would come up short.”

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Comments (1)
Indeed being a financial advisor is a very heady feeling. People entrust you with their life savings. And with great power comes great responsibility. At no time should you knowingly endanger client funds. Being technically sound and financially literate is a given, but your research is your own. Keep your ears to the ground. Investigate and do your due diligence. Only then commit client funds. Do not grow at the expense of your clients. You are there because of them.
Posted by KIMMY B | Friday, February 07 2014 at 8:32AM ET
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