TITLE

A Practical Approach to Merging Your Clients' Money with Their Lives

AUTHOR(S)
Diliberto, Roy
PUB. DATE
September 2006
SOURCE
Journal of Financial Planning;Sep2006 Supplement, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article provides financial planning advice from Roy Diliberto, the author of the book "Financial Planning--The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives." Diliberto examines the practice of financial planning, and provides an anecdote regarding his experiences as a financial planner during the September 11, 2001 terrorist attacks on the U.S. Diliberto notes that the September 11 terrorist attacks have changed the world of financial planning, as customers have become more wary of where their money is being invested.
ACCESSION #
22334894

 

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