TITLE

The Many Facets of Client Reviews

AUTHOR(S)
Stolz, Richard F.
PUB. DATE
May 2003
SOURCE
Journal of Financial Planning;May2003, Vol. 16 Issue 5, p48
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Discusses the importance of client reviews to financial planners. Review of investment; Assessment of risk tolerance; Change in client financial goals or circumstances.
ACCESSION #
9750703

 

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