TITLE

Financial Planning Needs a Conscience

AUTHOR(S)
Hughes, Charles G.
PUB. DATE
August 1999
SOURCE
Journal of Financial Planning;Aug1999, Vol. 12 Issue 7, p98
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Provides information on the role of conscience of financial planners in the financial planning profession. Definition of a conscience; Importance of attitude and conscience for financial planners; Reasons for developing a conscience among financial planners in the business.
ACCESSION #
2196274

 

Related Articles

  • Overcoming the hurdles to financial independence. Rosenthal, Burk // Business Press;5/26/95, Vol. 8 Issue 4, p18 

    Opinion. Presents ways to accomplishing your goals by dedicating yourself to a specific agenda. Barriers hindering financial success; Information on investments and taxes.

  • Handling the hot air of inflated expectations. Longo, Tracey // Financial Planning;Aug97, Vol. 27 Issue 8, p116 

    Presents tips to financial planners in the United States on how to deal with greedy clients. Management of investors' expectations; Flow of money into mutual funds; Steps taken by mutual fund companies to promote a balanced, diversified approach to investing; Warning against stock market...

  • Success: Enjoy it, but don't take it for granted. Ruhlin, Peggy M. // Financial Planning;Aug97, Vol. 27 Issue 8, p158 

    Warns financial planners in the United States against complacency in the way they conduct their business. Failure of Nickleby's which won the American Booksellers Association award in the 1990s; Importance of pricing; Role of the International Association for Financial Planning.

  • ...and planners practice what they preach.  // Best's Review / Life-Health Insurance Edition;Jul98, Vol. 99 Issue 3, p96 

    Reports on a study conducted by the Certified Financial Planner Board of Standards which found that 90 percent of certified financial planners in the United States have a financial plan. Certified financial planners' sense of security about their financial future.

  • FINANCIAL PLANNING NEEDS A CONSCIENCE. Hughes Jr., Charles G. // Journal of Financial Planning;Oct88, Vol. 1 Issue 2, p104 

    The article presents excerpts from the presentation made by Charles G. Hughes, chairman of the Institute of Certified Financial Planners in Denver, Colorado. The presentation was made on the institute's eighth annual retreat. Hughes remarks that the profession of financial planning is a very...

  • Is Anybody Listening? Haas, Donald Ray // Advisor Today;May2002, Vol. 97 Issue 5, p86 

    Discusses the significance of listening skills to financial advisors. Comparison of the average rates of speaking and listening; Importance of active listening; Recommendations.

  • Small losses, major pains. Gentile, Gary // Financial Planning;Oct98, Vol. 28 Issue 10, p47 

    Discusses how financial managers view investments in Asia. View of Mark Balasa, a Certified Financial Planner licensee; Comment from Bernard Horn, manager of the Polaris Global Value Fund in Boston, on Japan's economy; What Bill Wilby, manager of the Oppenheimer Global Fund, thinks about Asia.

  • Soul at Work. Wagner, Richard B. // Journal of Financial Planning;Oct98, Vol. 11 Issue 5, p44 

    Opinion. Comments on practice management in financial planning, with reference to the handling of `soul' issues in the workplaces. Definition of a soul issue; Factors which affect the management of a financial planning practice; Assertions of evolving management theory; Reference to...

  • Money lessons may pay off for advisers. Mallon, Iain // Mortgage Strategy;2/15/2010, p15 

    The article presents an analysis concerning the significance of financial lessons in helping the advice industry to make an early connection with future customers.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics