Phil Cannella • Phillip Cannella
Phil Cannella – Phillip Cannella News: Phil Cannella often says, “not only should you be true to your clients, but be true to yourself.”
Good financial advising is using your expertise and applying it to help those who are not as informed. So don’t tell yourself you are truly ready to manage client’s finances if you really aren’t informed enough to do so. If a client has a question you are not fully prepared to answer, just go the extra mile to learn more and you will only grow as an advisor and as a person.
Phillip Cannella • Phil Cannella
Phil Cannella believes that education is a never-ending quest and only the best advisors are willing to admit that they are never finished learning about their profession. As a demonstration of Phil Cannella’s belief in ongoing education, Phil has enforced a policy to all advisors working under the Crash Proof Retirement Educational process to maintain ongoing educational programs concerning the various strategies available to consumers each year.
Within these classes, advisors are able to keep up with the constantly changing tax laws and IRA laws that are revised and replaced year after year.
“Education is the key to empowering your clients to make the right move, but first you must dedicate yourself to the education you will be sharing,” says Phil Cannella.
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