Advice Centre Consulting

Why Planning Fails

Most seasoned planners have experienced clients who failed to implement a well designed plan. This article, adapted from a newly released book by Scott and Todd Fithian, examines five key reasons for such failure, and how, through what is called the confidence formula, advisers can diagnose and improve their approach in order to reduce the failure rate.

Article from September Issue of (US) Journal of Financial Planning

Click Here to Download this Article

 

Members



Featured Links:
Nerds On Site
Our Technology Support is provided by Nerds On Site.
You are here: Home Our Ideas Knowledge Library Reference Articles & Research Why Planning Fails

Contact us

Advice Centre Consulting (ABN: 50 270 032 115)