Last updated: January 23 2008
What an interesting couple of weeks in the financial markets. . .this is when financial planners really earn their stripes! If you haven t been on the phone with your clients, you should be. It s time to revisit and reassure and to discuss some tax, retirement and portfolio planning principles. Here are some of my favorites:
TOP TEN PORTFOLIO PLANNING IDEAS
Douglas Nelson is the author of The Knowledge Bureau s Advising Family Businesses course. He is a regular speaker on the subject of the Six Step Succession Mapping Process and How To Be In Sync With Your Entrepreneurial Clients. Doug is an independent financial planner who has survived first hand the family business succession experience and provides regular consulting services to both entrepreneurial families and their advisors. Doug attained his Master Financial Advisor (MFA) designation from The Knowledge Bureau in 2007.