Miles for Financial Planner?
Dec 5, 2004 | 4:33 pm
#1
Original Poster
Join Date: Nov 2002
Location: usually DCA
Posts: 1,839
Miles for Financial Planner?
Looking to meet with a financial planner in the short-term. In the past, I think there have been a few deals where miles come along with an initial consultation.
Obviously, miles wouldn't solely drive the decision about who I would choose, but if I'm going to be interviewing a bunch, I might as well rack up some miles.
OT -- If anyone has a CFP they could recommend (w/o miles), I'd appreciate a tip (PM, since it's off-topic).
Thanks
Obviously, miles wouldn't solely drive the decision about who I would choose, but if I'm going to be interviewing a bunch, I might as well rack up some miles.
OT -- If anyone has a CFP they could recommend (w/o miles), I'd appreciate a tip (PM, since it's off-topic).
Thanks
Dec 5, 2004 | 8:36 pm
#2
FlyerTalk Evangelist
Join Date: May 2001
Location: MSY; 2-time FT Fantasy Football Champ, now in recovery.
Programs: AA lifetime GLD; UA Silver; Marriott LTTE; IHG Plat,
Posts: 14,813
You can get Delta miles from American Express planners.
https://www64.americanexpress.com/om.../TemplateA.jsp
https://www64.americanexpress.com/om.../TemplateA.jsp
Dec 6, 2004 | 12:07 am
#3
Original Member
Join Date: May 1998
Posts: 2,513
Take a look at the Investement Advice section of the Finance Page of my wesite, Free Frequent Flyer Miles.
Dec 6, 2004 | 10:08 am
#5
Original Member
Join Date: May 1998
Location: Rochester, NY USA
Programs: Hilton - Diamond, IHG - Platinum
Posts: 1,433
As someone who has been in the financial services workplace for over 30 years, I personally would not go to any advisor other than fee paid. When my cleints come to me for advise, I refer than to a fee paid advisor.
Larry
Larry
Dec 6, 2004 | 2:45 pm
#6
Original Member
Join Date: May 1998
Posts: 2,513
Originally Posted by Larrude
As someone who has been in the financial services workplace for over 30 years, I personally would not go to any advisor other than fee paid. When my cleints come to me for advise, I refer than to a fee paid advisor.
Larry
Larry
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