Monday, May 12, 2014

Fw: What to Do When the Client Is Wrong

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From: Financial Planning <financial-planning@email.financial-planning.com>
Date: Mon, 12 May 2014 08:25:53 -0400 (EDT)
To: <mainandwall@gmail.com>
Subject: What to Do When the Client Is Wrong

 
 
 
Financial Planning
 
 
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May 12, 2014
 
 
 
 
What to Do When the Client Is Wrong
by TIMOTHY F. MCCARTHY
 
Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.
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