Fear and Monetary Delusion

Levin, Ross
April 2011
Journal of Financial Planning;Apr2011, Vol. 24 Issue 4, p26
Academic Journal
The article discusses the fears of financial professionals within their practice in the U.S. and the need to overcome these challenges to provide an accurate advice to their clients. It highlights some of these anxieties including working with large clients, speaking in front of the public, and complex planning situations. It mentions the potential impact of these behaviors on the way financial planners respond to their questions and inquiries of their customers. It also notes some recommendations on how to fight their worries.


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