Tag Archives | financial planner

Is Your Financial Planner a Millionaire? Should You Care?

Lately, I’ve been asking financial professionals this question: “Should your clients care whether you’re a millionaire?” I’ve asked financial planners, financial therapists, and clients. The responses were varied, given with considerable energy, and made some good points. Some professionals said, rather than answering the question, they would turn it around and ask why it mattered […]

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