Keep Your Investments Healthy - Know When To Get A Second Opinion [Forbes]
Primerica, Inc. (PRI)
Last primerica, inc. earnings: 4/29 04:15 pm
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US:NYSE Investor Relations:
investors.primerica.com/home/default.aspx
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Source: Forbes
I have found that in the financial services industry, there are very specific issues that can hurt the client experience. There is too much jargon and not enough clarity. Relationships are often transactional and not built on trust. Many clients do not understand what they are paying or even how the advisor they are working with is being compensated.gettyThat is what led me to write the book, “10 Common Mistakes Financial s Make and Simple Ideas to Avoid Them.” I wrote it in hopes of raising the standards and thereby improving the overall client experience. My entire career has been built on trying to minimize the pain points that many clients experience in working with an advisor.I spend a lot of time reassuring people I meet that they are not alone in their frustrations. A common question I get is “how do I know when it is time to seek a second opinion around my current investment approach?”Typically, there are areas of discomfort that clients have ignored for a while. The first I
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PRI
News
- Primerica Schedules First Quarter 2024 Financial Results Webcast [Yahoo! Finance]Yahoo! Finance
- Primerica Schedules First Quarter 2024 Financial Results WebcastBusiness Wire
- INVESTOR ALERT: Law Offices of Howard G. Smith Announces Investigation of Primerica, Inc. (PRI) on Behalf of InvestorsBusiness Wire
- Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm, Announces Investigation of Primerica, Inc. (PRI) on Behalf of InvestorsBusiness Wire
- Primerica Responds to Misinformation About the Company [Yahoo! Finance]Yahoo! Finance
PRI
Earnings
- 2/13/24 - Beat
PRI
Sec Filings
- 4/4/24 - Form 144
- 3/27/24 - Form ARS
- 3/27/24 - Form DEFA14A
- PRI's page on the SEC website