Monthly Archives: April 2011

What Kind Of “Financial Planner” Do You Have?

By Lon Jefferies | Published: April 27, 2011
More and more, the term “financial planner” is being overused and misunderstood. When is the last time you heard anyone introduce themselves as an insurance salesman, stockbroker, or annuity salesman? Those terms are increasingly rare because the individuals in those professions now refer to themselves as “financial advisors” or “financial planners.” Yet, what financial planning [...]
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Net Worth Advisory Group Strengthens Senior Management Team

By Lon Jefferies | Published: April 20, 2011
Net Worth Advisory Group is pleased to announce the hiring of Merrit Arnell as Director of Operations and Finance.  Merrit began his employment with Net Worth on April 1, 2011.  His responsibilities include general management of operations, accounting and finances.  Merrit has over 25 years of experience in business and project management.  Most recently he [...]
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National CFO Survey Results

By Lon Jefferies | Published: April 20, 2011
Today Grant Thornton LLP released the results of a national survey of U.S. Chief Financial Officers (CFOs) and senior comptrollers. The study concluded there is growing optimism about the U.S. economy as 48% say it will improve over the next six months (up from 30% six months earlier). While still tepid, 39% intend to increase [...]
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