EF-Roger

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Jul 20, 2015
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Financial planners see it all.

Not only do they get an inside look into their clients' spending, saving, earnings, and investments, but they can see past the numbers to the people behind them: their clients' ambitions, fears, priorities ... and decisions.

Below, six certified financial planners answer the question,"What's the smartest decision you've ever seen a client make with his or her money, and why was it so smart?"

Read more: Financial planners share the smartest decisions they've seen clients make - Business Insider
 

dyanmarie25

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Joined
Sep 18, 2015
Messages
468
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Financial planners see it all.

Not only do they get an inside look into their clients' spending, saving, earnings, and investments, but they can see past the numbers to the people behind them: their clients' ambitions, fears, priorities ... and decisions.

Below, six certified financial planners answer the question,"What's the smartest decision you've ever seen a client make with his or her money, and why was it so smart?"

Read more: Financial planners share the smartest decisions they've seen clients make - Business Insider


Interesting post. Thank you for sharing. Highly relevant, informative, and helpful.
 
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