Lessons for a Young Profession: What the 40-Year-Old Financial Planning Profession Can Learn From the Economic Crisis

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Recognizing that estate planning attorneys receive a large portion of their clients via referrals from financial planners, it is important for attorneys to have an inside look at the “roller coaster world” in which planners have been living for the past 18 months and the lessons we learned. Significantly, December 2009 marked the 40th anniversary of our comparatively young profession and its emerging body of knowledge.

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