TITLE

Planning permission

AUTHOR(S)
Wils0n, Bruce
PUB. DATE
July 2009
SOURCE
Money Marketing;7/30/2009, p21
SOURCE TYPE
Periodical
DOC. TYPE
Opinion
ABSTRACT
The author discusses considerations concerning life planning. He explains the fundamentals of life planning which are helpful in dealing with clients, such as understanding the clients' relationship to money. He says that their is no immediate solutions for advisers who need to understand with regards to dealing with money and how to play with it the future. He also says that the financial planning sector will change considering that more advisers will use their knowledge on life planning.
ACCESSION #
44210906

 

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