Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.
1. Planning to "die with your boots on" is unfair to your clients. -- Peggy Cabaniss, president with HC Financial Advisors in Lafayette, Calif. Cabaniss' former business partner and mentor kept about 10 clients after he had mainly retired. One day, during breakfast, he felt an attack of heartburn from and thought he had eaten too much. In fact, however, it was a heart attack. "He did die with his boots on, and he left all those clients in a mess," Cabaniss says.
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