TITLE

Inspiration and Service Critical to Planning Process

AUTHOR(S)
Hayden, Vern C.
PUB. DATE
November 2007
SOURCE
Journal of Financial Planning;Nov2007, Vol. 20 Issue 11, p54
SOURCE TYPE
Academic Journal
DOC. TYPE
Editorial
ABSTRACT
An editorial is presented providing advice for financial planners in working with clients. To successfully implement a financial plan, clients need to be motivated to take action. Clients do not need to be persuaded into acting if they are convinced that the plan includes self-determination. The implementation of a standard creating a fiduciary relationship between the client and the planner eliminates the concern that the planner lacks objectivity.
ACCESSION #
27518313

 

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