The 'Church' of Financial Planning

Adkins, Rick
October 2007
Journal of Financial Planning;Oct2007, Vol. 20 Issue 10, p36
Academic Journal
The author bemoans the less-reputable practices of some financial planners and describes what must be done if financial planning is to achieve universal recognition as a profession. Some planners have emphasized sales over service. Others have hid incompetence behind dubious certifications. These and other behaviors have diminished planners' credibility in the public eye. Financial planners need to be open, honest, and transparent, and should endeavor to use their skills in the service of clients' needs.


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