TITLE

From Industry to Profession: Client Discovery Tools

AUTHOR(S)
Jones, Michael L.
PUB. DATE
August 2007
SOURCE
Journal of Financial Planning;Aug2007, Vol. 20 Issue 8, p38
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses what financial planners must do to transform financial planning from an industry to a profession. Change must occur "from the inside out," and begins with planners submitting their own finances to the care of a financial planner. Planners also need to develop a more expansive view of clients' well-being, and not just treat them as customers to be sold to. Doing so will require that planners learn more about client's values, motivations, and what they ultimately want to achieve with investing success.
ACCESSION #
26087926

 

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