Taking the Low Road

Levin, Ross
August 2007
Journal of Financial Planning;Aug2007, Vol. 20 Issue 8, p28
Academic Journal
The article discusses lessons learned from an incident involving one of the author's clients. The author had suggested a client not buy a particular stock which subsequently doubled in price, and had responded angrily and defensively when the client sought further clarification on the author's stock selection process. In retrospect the author learned that his reaction had met his own personal needs rather than the client's professional ones. He resolves to follow Immanuel Kant's admonition to treat people as ends, not means.


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