Planner, Concierge…

November 2000
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p29
Academic Journal
The article focuses on the extra services provided by financial planners and stockbrokers in the U.S. An article form the "St. Petersburg Times" reported how financial planners and stockbrokers provide advice in areas not exactly covered in the Certified Financial Planners course work. It was reported that a broker has advised a client on buying a refrigerator and a planner provides names to clients looking for telephone repairmen, lawn services, electricians and plumbers. The reason behind this kind of advice, reflected in the article, is that planners and brokers need to offer this kind of personal attention to clients in order to compete with online financial services. Moreover, it is said that the financial services industry is almost a personal concierge service.


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