Bill Taylor on Using Your Values to Differentiate Your Practice

Ritchlin, Lance
July 2011
Journal of Financial Planning;Jul2011, Vol. 24 Issue 7, p16
Academic Journal
An interview of author Bill Taylor is presented. When asked about the how can financial planners become leaders of change in lieu of their clients, he refers on the important function of financial planners to communicate with their clients based on the traditional metrics of return on investment. He believes that financial advisers can show their values efficiently to clients through personality. He considers USAA as a company which excels in the financial services area in the U.S.


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