TITLE

Being the Change

AUTHOR(S)
Hughes, Bonnie A.
PUB. DATE
May 2009
SOURCE
Journal of Financial Planning;May2009, Vol. 22 Issue 5, p42
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses steps that the author feels financial planners should take on behalf of their clients. The author feels that financial planners should take several different steps on behalf of their clients including to follow practices that have worked in the past, to assist clients in keeping perspectives in regards to their investments, to tell clients the truth and to use compassion when communicating with clients. The author also feels that financial planners should get to know their clients on a personal level.
ACCESSION #
39750933

 

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