但是他写的是其他财务规划师才感兴趣的主题。
But he writes about topics of interest only to other financial planners.
比方说,一个朋友是位非常成功的财务规划师。
This happens more often than you think.For example, a friend is an incredibly successful financial planner.
比方说,一个朋友是位非常成功的财务规划师。
This happens more often than you think. For example, a friend is an incredibly successful financial planner.
领导财务规划师和经理人队伍以达到公司的业绩指标。
Lead a team of potential financial planners and managers to achieve pre-determined KPIs.
雇用何人作顾问:选股人,万事通,会占星术的财务规划师——这就是全部。
Whom to Hire: Stock pickers, generalists, astrological financial planners - there are all sorts.
几乎所有财务规划师都会说,员工应该利用这些退休方案来更容易地存钱:往往直接从他们的工资中扣除。
Almost any financial planner will say workers should use these plans to save money easily: often directly from their wages.
协助执行公司销售队伍增员及培训计划,协助培养高素质、高产能的财务规划师和经理人队伍。
Assist to execute action plans to recruit and develop a team of high quality productive financial planners and managers.
有了那个念头,我们就想,规划师在年度财务健康状况检查时,都会询问他们的客户哪些问题。
With that notion in mind, we asked planners what they ask their clients during their annual financial physicals.
你也许是这种人你真正享受从每一个角度研究每一项财务决定。你的朋友和家人都找你做顾问。简而言之你不需要一个讨厌的理财规划师。
You may be the type that actually enjoys researching all the angles of every financial decision. Your friends and family all look to you for advice.
财务规划企业usaa规划师约瑟夫·蒙塔纳罗(JosephMontanaro)说,如有必要,可以减少每月放在401 (k)账户的钱,让个人收入恢复到减薪前的状况。
Joseph Montanaro, a financial planner with financial-services company USAA, says if necessary, reduce your 401 (k) account contributions to the level at which you receive the full employer match.
财务规划企业usaa规划师约瑟夫·蒙塔纳罗(JosephMontanaro)说,如有必要,可以减少每月放在401 (k)账户的钱,让个人收入恢复到减薪前的状况。
Joseph Montanaro, a financial planner with financial-services company USAA, says if necessary, reduce your 401 (k) account contributions to the level at which you receive the full employer match.
应用推荐