TITLE

In Educating Clients, Ancient Wisdom Holds True

PUB. DATE
May 2005
SOURCE
Journal of Financial Planning;May2006, Vol. 18 Issue 5, p46
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the education of clients by financial planners. Education for clients is extremely important because it improves decision-making and influences how comfortable they are with investing, as well as providing a way for financial planners to manage client expectations. Several methods of client education are discussed, including face-to-face client meetings, seminars, office workshops, quarterly newsletters, support e-mails, and Web site postings and forums designed to offer broad help.
ACCESSION #
22065571

 

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