Satisfied Urges

Moisand, Dan
March 2003
Journal of Financial Planning;Mar2003, Vol. 16 Issue 3, p19
Academic Journal
This article relates the author's experiences while forming a partnership of financial planners. According to the author, his journey, while arduous at times, yielded many benefits. Most of life's trials seem to do that. Beside the obvious, such as the honor of winning the Journal of Financial Planning's inaugural Call for papers competition in the Practice Essentials category, he learned much about people and priorities. He heard from hundreds of planners from all over the U.S., from firms of all sizes, who could relate to some aspect of his quest. Most significantly, he learned much about himself and his priorities. The author claims that he found exactly what he was looking for in Susan Spraker, Charlie Fitzgerald, Ron Tamayo and the firm they founded several years ago.


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