Too Small to Succeed?

Adkins, Rick
July 2009
Journal of Financial Planning;Jul2009, Vol. 22 Issue 7, p26
Academic Journal
The article presents the author's view regarding the success issue of several financial planners in the U.S. The author briefly narrates his experience during the finance-related conference, where he and his colleagues were hardly to decide for the success of their finance organizations in the country. He cites the success attained by the Personal Financial Specialist and the National Association of Personal Financial Advisors (NAPFA), despite their category as part of the small business in the country. The author also looks at the factors that might affect the financial planning profession.


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