TITLE

The 'Church' of Financial Planning

AUTHOR(S)
Adkins, Rick
PUB. DATE
October 2007
SOURCE
Journal of Financial Planning;Oct2007, Vol. 20 Issue 10, p36
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
27037072

 

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