Levin, Ross
October 2005
Journal of Financial Planning;Oct2005, Vol. 18 Issue 10, p30
Academic Journal
This article relates the concepts written in Freakonomics by Steven Levitt and Stephen J. Dubner to financial planning and financial planners. When financial advisors are dealing with clients, they will need data to support the positions they take in order to help the client achieve the outcome that will match their wishes. But advisors need to deliver the data in a manner that touches the client emotionally. Clients expect advisors to know what they are doing and to individualize their planning to reflect their needs. This means that each client needs to be looked at through the eyes that are devoted to what they are trying to accomplish.


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