Tag Archives | Financial Planning Magazine

Financial Planning Magazine Likes Rick’s NAPFA Talk

It’s a myth to think financial planners can motivate clients to change. This topic from Rick’s recent talk at the spring conference for the National Association of Personal Financial Advisors (NAPFA) was cited in Financial Planning magazine. Ann Marsh and Ingrid Case, in a May 19 article, listed Rick’s advice as one of the “9 […]

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