Wednesday, July 15, 2009

Financial Planning Gets Personal

Just wondering what the financial planning community thinks about some of the concerns posed in this article:

Financial Planning Gets Personal

More financial advisers are moving beyond money matters and playing counselor with their clients. Not everyone thinks that's a good idea.

Please "comment" here in this blog. Should consumers be wary if their financial planner takes a more personal approach? What types of "best practices" to you embrace?

1 comment:

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