TITLE

Check Your Bias at the Door

AUTHOR(S)
Bearden, Frank C.
PUB. DATE
December 2002
SOURCE
Advisor Today;Dec2002, Vol. 97 Issue 12, p94
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Views on the biases of financial advisors towards giving advice to clients. Tips on making biases useful; Details on the case of couple Larry and Sandra Smalls; Strategy devised to convince the couple to implement a conventional estate planning.
ACCESSION #
8586393

 

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