An Attitude of Success…

November 2001
Journal of Financial Planning;Nov2001, Vol. 14 Issue 11, p23
Academic Journal
The article focuses on the importance of attitude in the success of a financial planner. Capital Trust surveyed nearly 500 financial planners, accountants and attorneys to see what makes the must successful among them tick. In short, concluded the report, successful advisors are people oriented, with a strong desire to build relationships and to assist others to achieve their potentials. They recognize the technical and analytical demands of their profession and modify their natural behavior to address this need. Client trust is the key, said the report, not issues of compensation, designations or disclosure.


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