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From Plan to Portfolio

Published on February 21, 2017

AthenaInvest Advisors LLC | February 21, 2017


Abstract

Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.