DALLAS - Most clients enter a financial planners office with high expectations so its important to discuss their views on risk at an early stage in the relationship.
Deena Katz, an associate professor at Texas Tech Universitys Department of Personal Financial Planning and founder of wealth management firm Evensky & Katz, outlines two scenarios during a session at the Women Advisors Forum in Dallas on Thursday. Clients either assume that the financial planner can deliver better returns on investments than they could achieve; or they value their own investing acumen, but due to time constraints they want the planner to handle it and do as well they expected to do.
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