Commentary: Checklists should be a must for financial planning

04/29/2013 | Nerd's Eye View blog

Checklists can help financial planners avoid mistakes with clients -- something that can happen to the most prepared of advisers given the growing complexity of the work and the wide range of client situations, writes Michael Kitces. Few such checklists for the industry exist, however. This might be an opportunity for the industry to band together and build a comprehensive checklist collectively, he writes.

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