The 'Price/ Fantasy' Ratio…

November 2000
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p31
Academic Journal
The article reports on the dismissal of financial planner and Keller Group PLC executive vice president Victoria Collins by a client whose portfolio had returned 98 percent in 1999. This incident would remind financial planners who depend on the performance of their investment advice as the key for maintaining client relationships. This reflects that not all financial outcome from the investment advice given by financial planners would give them a good client relationship. The client who dismissed Collins said that anybody can dismiss or fire a planner if they feel they like it. Meanwhile, the dismissed planner has asserted that people went from looking at the price-earnings ratio to price-fantasy ratio.


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