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What mutual fund companies you use most
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Chairman’s Club, President’s Circle, et al belong on your resume to brag when job hunting. Otherwise, RayJay is correct. You only advertise/mention that which impacts the client: CFP, CFA, etc.
People also shouldn’t advertise ‘MBA’ on their business card and email signature. Just like no one flies their B.S. degree flag. You should include the MBA in your bio but shouldn’t include Chairman’s Club in the bio.
No
Hey Mr Jones, I make a lot of money off of fees, in fact so much that I’m one of the highest paid advisors at X firm. Thank you for helping me and my family achieve this great honor!
Thank you for the family trips paid by you
No
Why? 🤷🏼♀️