Nicolette, Nick
November 2007
Journal of Financial Planning;Nov/Dec2007 Supplement, p4
Academic Journal
The article draws parallels between financial planners and their clients as a way to illustrate the publication's desire to receive feedback from readers. Persons seeking advice from financial planners frequently are not aware of even the basics of their own financial situations. In those situations planners may have to ask questions regarding such fundamentals as what a client's net worth is, or how much a client spends each month. Similarly, the publication must ask readers what kind of content they would like to see in order to best serve them.


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