Your End of the Rope

Wagner, Richard B.
April 1998
Journal of Financial Planning;Apr98, Vol. 11 Issue 2, p42
Academic Journal
The article discusses the author's views on the financial planning profession. The job of a personal financial planner is to make an estate planning process serve the individual. Financial planners have a collective tendency to argue from personal perspectives of individual career choices as opposed to the appropriate, broader perspectives of a profession. The debate between the technically oriented practitioners and those of financial planning profession who are more spiritually and humanly inclined will likely persist into the indefinite future.


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