TITLE

A Relationship of Shared Experience

AUTHOR(S)
Pullen, Courtney
PUB. DATE
February 2001
SOURCE
Journal of Financial Planning;Feb2001, Vol. 14 Issue 2, p50
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
4089321

 

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