Staying True

Levin, Ross
April 2009
Journal of Financial Planning;Apr2009, Vol. 22 Issue 4, p28
Academic Journal
The author reflects on the importance of staying true to one's principles. He describes principled actions which his financial planning firm has taken in the face of an economic crisis, such as maintaining staff levels despite a decline in profits. The importance of transparency and honesty is stressed. The author also describes his methods and habits for organizing his personal priorities, which involve reading selections of improving literature and writing down notes and plans regarding aspects of his life and work which require attention.


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