As Richard R. Lee Jr. sees it, attracting a big chunk of money to manage isn't a key sign of success, even though his Dallas firm handles roughly $1 billion for its clients. In Lee's opinion, planners should focus as much on planning as on managing money.
Lee has a record of disregarding sacred cows in a four-decade career that reads like a history - and running critique - of the financial planning profession. His approach has paid off well.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access