Скачать или смотреть The Importance of Integrity in the Financial Planning Relationship

Both clients and planners need to be fully aware—not just at the beginning of their professional relationship, but as they work together over time—of the importance of that essential foundation of integrity and skill. It has to be maintained through transparency and professional safeguards. Otherwise, a “family” relationship could obscure an advisor’s lack of knowledge in a particular area or make it very hard for a client to question advice that may not serve them well.

Rick Kahler, CFP, resides in Rapid City, South Dakota and is a fee-only financial planner. He is the co-author of "The Financial Wisdom of Ebenezer Scrooge". Learn more at http://www.kahlerfinancial.com

The commentary on this website reflects the personal opinions, viewpoints and analyses of the Kahler Financial Group, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Kahler Financial Group, Inc. or performance returns of any Kahler Financial Group, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Kahler Financial Group, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.