Great Plan But No Action: Understanding the Client’s Relationship With Money
Author: Marty Z. Carter.
Source: Volume 06, Number 05, July/August 2007 , pp.1-9(9)
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Abstract:
“It’s important to understand the client’s attitudes and behaviors with money.” Doing so provides advisors with more information and insight that affect client wealth. This discussion is divided into three parts: •Common Wealth Issues Facing Families (the psychological problems people have with money); • Psychological Roadblocks to Effective Financial Planning; and • Solutions to Psychological Roadblocks.Keywords:
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