Prospering at the Edge of Chaos

Levin, Ross
April 2007
Journal of Financial Planning;Apr2007, Vol. 20 Issue 4, p36
Academic Journal
The article presents the opinion of a financial planner on building his own company, having a company vision, providing a valuable service to customers, and planning with flexibility. The financial planner is described as having control over certain factors, no control over others and not being aware of others. The article, written by Ross Levin of Accredited Investors Inc, who is also the author of "The Wealth Management Index," covers how he built his company and the importance he sees in increasing returns and customer service.


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