THE SECRET SOCIETY OF REAL FINANCIAL ADVISERS
A MANIFESTO:
one: we are fiduciaries
two: we are committed to professional education
three: we understand that planning is a ongoing process
four: we listen more than we talk
five: we make things as simple as possible
six: we practice what we preach
seven: we focus on things we can control
Well the "we" suggests an identification with these allegedly "real financial advisers". So in making public this secret manifesto, perhaps Marc is trawling for business?