TITLE

Sue Whitbread: The difference between financial advice and financial planning

AUTHOR(S)
Whitbread, Sue
PUB. DATE
May 2013
SOURCE
Money Marketing (Online Edition);5/24/2013, p16
SOURCE TYPE
Periodical
DOC. TYPE
Opinion
ABSTRACT
The article presents the author's opinion on the difference between financial advice and financial planning. According to the author, both involve a process to become aware of the client's situation, resources and goals and have a responsibility to put the client first. The author explains that financial planning is a six step process, which leads to client relationships based on trust.
ACCESSION #
88066815

 

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