Lessons Learned From the Economic Crisis

January 2010
Journal of Financial Planning;Jan2010 Practice Management, p16
Academic Journal
The article presents the results of a survey conducted by the Financial Planning Association regarding how financial planners adopt to the challenges of economic crises that hit the market since 2008 until 2009. It provides various charts and graphs regarding the efficiency of the planners in shaping their finances. Further, it also offers notable quotes from financial planners regarding what they have learned during the economic crises, in which one stated that staying always in touch with clients is necessary.


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