Soul Searching and the Authentic Practice

Levin, Ross
December 2009
Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, p26
Academic Journal
The author presents the lessons he learned in managing client's plans and goals. He mentions on his challenges as a father who decides for the college education of her daughter. As a financial advisor, he cites several instances where he encountered being valued and disregard by his clients. He associated his experience in managing his clients and in deciding the better college education for his children. He further stresses that in managing clients and in deciding for the better education of ones children, one should base it on what they want and on who they are.


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