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Focus on Values Rather Than Goals

Friday, Dec 05 2014
News Roundup
Written by  PFA News

Financial advisors would be well served to focus on clients’ values and then use those values when assessing investors’ goals rather than simply accepting individuals’ initial financial desires. So reports Forbes.

For example, one married couple initially wanted to travel during retirement but after an advisor probed the couple’s values, it became clear that the clients were more interested in funding their children’s college tuition.

Read the full article from Forbes.

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