Managing Financial Transitions

Pullen, Courtney; Bradley, Susan
December 2009
Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, p35
Academic Journal
The article discusses the effects of understanding the aspects of financial transitions towards financial planners in the U.S. It explores on the concepts of the seven-stage model of Financial Transition Planning and mentions on the significance of the planning model. It notes that with a transition planning model, opportunity for having a new client is possible. It emphasizes that the transition planning model offers clear process towards financial planners. In addition, concepts about transition clients are also cited.


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