Planner Poll
Planner Poll
About this item
Full title
Planner Poll
Publisher
Denver: Financial Planning Association
Journal title
Journal of Financial Planning, 2024-02, Vol.37 (2), p.31-31
Language
English
Formats
Publication information
Publisher
Denver: Financial Planning Association
Subjects
More information
Scope and Contents
Contents
Thirty-three responses from FPA Activate group on Facebook indicate that 84 percent of planners believe the primary reason to go above and beyond is to do the right thing for their clients. Fostering stronger and deeper relationships was cited by 9 percent of respondents. Sometimes planner--client relationships can end up feeling more like friendsh...
Alternative Titles
Full title
Planner Poll
Identifiers
Primary Identifiers
Record Identifier
TN_cdi_proquest_reports_2929995783
Permalink
https://devfeature-collection.sl.nsw.gov.au/record/TN_cdi_proquest_reports_2929995783
Other Identifiers
ISSN
1040-3981
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