Why widows fire Financial Planners
A contact on Twitter highlighted an article in a US publication explaining why wives don’t tend to fire Financial Planners, but widows do.
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A contact on Twitter highlighted an article in a US publication explaining why wives don’t tend to fire Financial Planners, but widows do.
Any one dealing with a Financial Planner will expect them to behave with integrity and honesty. That must surely be a given. I guess they would also want their Financial Planner to be sincere.
Financial Planner is the official magazine of the Institute of Financial Planning. Each month they publish a ficticous client case study and invite two Certified Financial Planner (CFP) professionals to provide a response.
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