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Financial planners share the smartest decisions they've seen clients make with their money

Discussion in 'Accounts and Finance' started by EF-Roger, Aug 18, 2015.

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  1. EF-Roger

    EF-Roger Member

    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
    Francois and dyanmarie25 like this.
  2. dyanmarie25

    dyanmarie25 Member


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

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