TITLE

Laboring Together

AUTHOR(S)
Pullen, Courtney
PUB. DATE
June 2008
SOURCE
Journal of Financial Planning;Jun2008, Vol. 21 Issue 6, p42
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on issues that get in the way of collaboration among financial advisors and methods of overcoming those obstacles. It states that while some financial teams work well and have a good perspective on the client's purposes, advisors that are worried of losing their client and protecting their own interests can get in the way of effective collaboration. It mentions that fear and ego are the two biggest obstacles to effective financial collaboration, and states that effective collaboration utilizes trust, value in other ideas, and the ability to resolve conflicts.
ACCESSION #
32568954

 

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