What's a good title for my card?

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Aug 21, 2006 9:06 pm


Hello all.  This is my first post and I certainly am not asking the most engaging questions as everyone else, but I just started and have to email my secretary what my title on my business cards will be.  My only options are:

Financial
Advisor
Investment
Executive
Account
Executive
Investment
Broker
    What do you think would be the most "professional" title out of the four choices?  Lets play dumb and pretend that I knocked at your front door, chit chatted, gave you my sales pitch, and gave you my card.  After I leave you look at my card and see my title.  What would sound more credible (besides the name of my firm) and give you the best impression of me from the title of my card?  Thanks guys.

Aug 21, 2006 9:09 pm

Is no title an option?

Aug 21, 2006 9:10 pm

Your company's compliance department will answer this for you...you will have no choice in the matter.


Get use to it. (smile)


Aug 21, 2006 9:12 pm

Opps.  If you are saying your company lets you pick from those choices, Financial Advisor is the least pompous.

Aug 21, 2006 9:16 pm

Whatever you do....don't put "CFP" on your cards.

Aug 21, 2006 9:19 pm
knucklehead:




Whatever you do....don't put "CFP" on your cards.





just wondering...why do you say that?

Aug 21, 2006 9:29 pm

How about:



Cold Caller
Aug 22, 2006 12:58 am

Kool-Aid sipper?

Aug 22, 2006 1:14 am

NASD Newbie

Aug 22, 2006 4:17 am

okay, basically I got one answer.  Thanks Finc.  Everyone feel free to add some funny names and at the same time at least add one of my choices on my list.  Btw, I cannot leave it blank and my manager said to pick from those.  He is also charge with compliance so I don't think it will be a problem.

Aug 22, 2006 8:29 am
young_gun:

okay, basically I got one answer.  Thanks Finc.  Everyone feel free to add some funny names and at the same time at least add one of my choices on my list.  Btw, I cannot leave it blank and my manager said to pick from those.  He is also charge with compliance so I don't think it will be a problem.


Financial advisor is the most logical one in today's environment.


I've always thought "Financial Wizard" has a ring--but those compliance guys don't have a sense of humor.

Aug 22, 2006 8:30 am

Financial Advisor

Aug 22, 2006 8:43 am
NASD Newbie:
young_gun:

okay, basically I got one answer.  Thanks Finc.  Everyone feel free to add some funny names and at the same time at least add one of my choices on my list.  Btw, I cannot leave it blank and my manager said to pick from those.  He is also charge with compliance so I don't think it will be a problem.


Financial advisor is the most logical one in today's environment.


I've always thought "Financial Wizard" has a ring--but those compliance guys don't have a sense of humor.



"Financial Hazard" is more like it.  How about the widow you blew up with your idiotic bond portfolio?  How many other widows did you blow up during your illustrious production career?


You're still a moron.

Aug 22, 2006 8:52 am
knucklehead:

Whatever you do....don't put "CFP" on your cards.


You’re joking, right?  If you’ve earned the designation CFP why wouldn’t you put it on?<?:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />


 


I guess putting MBA on a card would be a little silly.


 


--WM


Aug 22, 2006 9:06 am
WealthManager:
knucklehead:

Whatever you do....don't put "CFP" on your cards.


You’re joking, right?  If you’ve earned the designation CFP why wouldn’t you put it on?<?:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />



I guess putting MBA on a card would be a little silly.



--WM



Knucklehead and Philo have nothing to contribute, so they pop off as if they're clever.


The comment about CFP was intended to insult you, to suggest that you would not be qualified to be a CFP.  Ignore them, but expect that they'll be around--like a drunk slumped up against the building as you walk to your car.


There are rules about what you can and cannot put on your cards.  Most firms have rules against things like BA, or MBA, because they have people who hold other degrees, or no degress at all, and they do not want to establish the image that you're somehow better because you have an MBA while somebody else has a PhD, but it's in biology.


Generally you're not only allowed to use CFP, you're encouraged to get it and use it.

Aug 22, 2006 9:21 am

Can't stay away, can you Putsy?


The point's already been made, but you can't resist chiming in as though you are the final authority.  Loser.

Aug 22, 2006 10:09 am
Philo Kvetch:

Can't stay away, can you Putsy?The point's already been made, but you can't resist chiming in as though you are the final authority.  Loser.


Philo - why do you fill these forums solely with negative responses to every NASD post?  Don't you get tired of that?  We certainly get tired of reading it.  These forums could really use some moderators. 

Aug 22, 2006 11:12 am

Liberman,


Because the old dino is such a putz. As Philo states the guy has to always puts in his info and claims to know it all.  States that Dain is owned by the Royal Bank of Scotland .... his perspective is best viewed through kool-aid colored glasses.


In the 6+ years I've read this forum there are a few good posters and there are even excellent posters (to which I include Philo). I have no idea who this newbie is but he has enough spare time and out dated perspectives (time and price discretion is okay) to classify him as a DANGEROUS poster.


If you don't like Philo's responses .... then why bother reading them.

Aug 22, 2006 11:20 am

Oh my gosh I said Royal Bank of Scotland instead of Royal Bank of Canada.


Why that's completely different.

Aug 22, 2006 11:23 am

By the way, time and price discretion is perfectly acceptable, legal and withini the guidelines of both the SEC and the NASD.


Certain firms may not grant it at the firm level because firms may always make rules more stringent if they care to.


That does not mean that an arbitration hearing will be conducted by the firm rules however.


If "Compliance Jerk" has been reading this forum for six years why does it say he joined in 2004-is that six years ago?