How Much Do Clients Really Know?

McClune, Sheila
November 2009
Journal of Financial Planning;Nov/Dec2009 Practice Management Sol, p27
Academic Journal
The article presents the survey jointly conducted in March 2009 by the Financial Planner Association (FPA) and "USA Today" to assess the degree of knowledge among financial planners and consumers. Several questions were brought up in the survey to address the questions concerned in financial planning that includes the perception between the clients and the planners thought of their clients after communication. Specific areas were targeted by financial planners that include goal setting.


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