An article in Financial Planning by Ann Marsh, published August 4, 2014, is an excellent discussion of the reasons financial planners are well served by having their own planners.
Rick is cited in the article, which is titled “No, Really: You Need Your Own Financial Planner.” Marsh also refers to Rick’s award-winning 2008 paper reporting on his research into why so few planners have financial planners of their own.
You can read the article here.
