October 2008
Financial Planning;Oct2008, Vol. 38 Issue 10, p168
The author reflects on the profile of individuals who were very successful at earning a living and spend like there is no tomorrow. He mentions that the most important role he plays on people's financial lives is to protect them from their worst instincts, as with famous people who were rich and successful and lost it all. He cites an incident when he declined an account of a corporate executive who wouldn't listen to his advice. The author mentions that a true financial planning professional, like a good doctor, should be honest with clients.


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