Givers, takers and matchers in financial planning

07/22/2013 | Nerd's Eye View blog

The financial planning industry is populated with givers -- that is, people who put others' interests ahead of their own, Michael Kitces writes. However, being a giver does not mean ignoring your own interests altogether or giving up hope of running a successful practice. Kitces recommends the book "Give and Take" by Wharton's Adam Grant for lessons on how financial planners can best serve their clients without becoming victims of their own giving nature.

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