TITLE

Measuring the Value of Financial Planning

AUTHOR(S)
Schulaka, Carly
PUB. DATE
November 2008
SOURCE
Journal of Financial Planning;Nov/Dec2008 Practice Management Sol, p26
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
The article presents an interview with Jim Barnash, the national director of financial planning at Ameriprise Financial Inc., regarding a survey complied to measure the value of financial planning. Barnash says that the survey was conducted in order to determine companies' approaches to financial planning. Reasons why the study was sponsored by Ameriprise Financial are mentioned.
ACCESSION #
35200006

 

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