TITLE

Wealth Management Beliefs

AUTHOR(S)
Levin, Ross
PUB. DATE
August 2011
SOURCE
Journal of Financial Planning;Aug2011, Vol. 24 Issue 8, p26
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents the author's beliefs on wealth management. He believes that wealth management involves putting and attitude in the sense that a financial advisor should be technically sound in order to deliver a good advice and attitude to believe in the clients in the long term even if the short term gets in the way. He mentions the importance of doing the thing in the right way and at the right time which should serve as the industry's overarching operating philosophy since financial planners deal with the lives of many people including, the employees, clients and families.
ACCESSION #
64294345

 

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