Is your professional advice to clients so good that you should take it yourself? Like, right now?

I’m betting that sometime today or tomorrow you will be meeting with a client to present or review an Investment Policy Statement (IPS). Over the course of this year, you will do the same with many clients because you know that the IPS is an essential tool to help your clients achieve their long-term financial goals— and “a sound intellectual framework for making decisions,”in the words of Warren Buffett.

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

Don't have an account? Register for Free Unlimited Access