The Honorable Vernon Gwynne

Vernon Gwynne has been a Registered Principal, Registered Investment Advisor, and held insurance, disability, and variable annuity, licenses. He earned his CFP among the first 50 in the world. He wrote many of the first exam questions for the Certified Financial Planner program. He now has earned Fi...

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Bibliographic Details
Published in:Financial Services Advisor 2004-01, Vol.147 (1), p.14
Main Author: rest Wallace Cato
Format: Article
Language:English
Subjects:
Advisors
Awards & honors
Client relationships
Corporate sponsorship
Due diligence
Financial planners
Financial planning
Financial services
Gwynne, Vernon
Insurance agents & brokers
Meetings
Personal profiles
Tax cuts
Tax increases
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Summary:Vernon Gwynne has been a Registered Principal, Registered Investment Advisor, and held insurance, disability, and variable annuity, licenses. He earned his CFP among the first 50 in the world. He wrote many of the first exam questions for the Certified Financial Planner program. He now has earned Financial Plannings prestigious 2004 Loren Dunton Award. In an interview, Gwynne says that he appreciates the recent Bush tax cuts and hope they are made permanent. However, state, county, and other tax increases may well take away the money received from the cuts. Both parties need to show more fiscal responsibility, he says. He advises financial planners to ask a lot of relevant questions. Acquire more knowledge about your client than almost anyone else in the world knows about your client. With the right information you can become a buyer for your client. You can provide the things he or she wants and needs rather than pushing a preconceived product on your client.
ISSN:1524-7589