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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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| Published in: | Financial Services Advisor 2004-01, Vol.147 (1), p.14 |
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| Language: | English |
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| container_title | Financial Services Advisor |
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| creator | rest Wallace Cato |
| description | 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. |
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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. 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| fulltext | fulltext |
| identifier | ISSN: 1524-7589 |
| ispartof | Financial Services Advisor, 2004-01, Vol.147 (1), p.14 |
| issn | 1524-7589 |
| language | eng |
| recordid | cdi_proquest_reports_199934797 |
| source | ABI/INFORM Global |
| 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 |
| title | The Honorable Vernon Gwynne |
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