Financial Intelligence

Schulaka, Carly
May 2010
Journal of Financial Planning;May/Jun2010 Practice Management, p26
Academic Journal
An interview with Doug Lennick, author of the book "Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life," is presented. When asked about what his book can offer to financial advisers, he remarks the book will offer planners competencies than can be developed and used for their clients. He comments on the unique role of the advisers. He also shares his experience in behavioral finance.


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