Commentary: It's time to take more action in financial planning

07/29/2013 | Advisor Perspectives

Financial advice often can be dispensed without resulting in action by clients, writes Dan Richards, who shares a seven-step plan aimed at improving planning. The method includes keeping clients actively involved, creating a simple and attainable mission, and then taking action and following up with annual reviews.

View Full Article in:

Advisor Perspectives

Published in Brief: