The Mole: He Wants Consumers to Know What May Be Driving Your Recommendations

Lee, Shelley A.
April 2008
Journal of Financial Planning;Apr2008, Vol. 21 Issue 4, p20
Academic Journal
An interview with unnamed financial planner is presented. When asked about this work and the focus of his practice, he refers to being a fee-only planner and he provides financial planning in both personal and corporate planning. He also shares behind-the-scenes issues of planners and suggests that consumer should be aware of what might be driving the planners of their recommendations. He states that a profession that is being examines and critiques itself would lead to higher ethics.


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