“Financial advisors, your job—our job—is to take the deep and wide and often perplexing discipline of personal finance and compress, streamline and simplify it for our clients.”
This is the essential point of an article by financial planner and journalist Tim Maurer published February 2 at Forbes.com. Maurer challenges planners to “Do Your Job” more effectively. He includes a suggestion from Rick that planners need to pay more attention to listening to clients.
You can read the full article here.
