Life planning is often touted as a great way to get clients to identify priorities in their lives and organize their finances accordingly. As it turns out, financial planners could do a little more of that soul searching when it comes to operating their practices.
That was one theme that came out of a recent meeting with executives at Cambridge Investment Research, including Eric Schwartz, chairman and CEO, and Jim Guy, first executive vice president and chief marketing officer. “Advisors [want] more opportunities to engage in practice management, to think about their lives,” Guy says.
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