Unconventional Wisdom: Benna's Answers

January 2003
Journal of Financial Planning;Jan2003, Vol. 16 Issue 1, p20
Academic Journal
This section presents the answers to the 5 Unconventional Wisdom questions asked of the well-known and highly regarded participants in the July 2002 Money Summit concerning financial planning. Aggregation is the most overrated force in the industry. Crosselling results have not met expectations. Regarding underrated, a strong personal relationship continues to be a significant buy factor influencing many decisions. A return to high single-digit, low double-digit returns will do a lot more restore investor confidence than additional financial or accounting disclosure. The responsibility for retirement planning has largely shifted to the individual, yet employers continue to assume substantial responsibility and liability for how employees invest their own retirement savings. While the three most important people in the financial planning sector is Alan Greenspan, Bill Gates and Sandy Weill.


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