A Relationship of Shared Experience

Pullen, Courtney
February 2001
Journal of Financial Planning;Feb2001, Vol. 14 Issue 2, p50
Academic Journal
Deals with the strategies applied by financial planners in which they focus on their client relationships and the implications of their work on the nonfinancial portions of a person's life. Psychological issues considered by financial planners; Models of communications used in the field; Example of a client and financial planner relationship.


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