Wealth Management Beliefs

Levin, Ross
August 2011
Journal of Financial Planning;Aug2011, Vol. 24 Issue 8, p26
Academic Journal
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.


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