Business Owners Choose a Transfer Value
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For financial planning to be effective, planners must be able to help clients identify their financial goals, develop strategies that will promote the realization of those goals, and ultimately execute tactics to achieve the goals. Understanding the linkage between transfer motives and business values empowers planners to help clients develop and execute their financial plans. This knowledge also enables planners to leverage existing skills, which creates value for the client and the planner.
- Executive Summary — last modified 2006-01-06 08:28
- Private Transfer Motives — last modified 2006-01-06 08:28
- Business Transfer Spectrum — last modified 2006-01-06 08:28
- Value Worlds — last modified 2006-01-06 08:28
- Conclusion — last modified 2006-01-06 08:28
- Endnotes — last modified 2006-01-06 08:28
last modified
2006-02-01 23:17
Copyright 2004 by the Financial Planning Association, all rights reserved. Reprinted with permission from the Journal of Financial Planning/June 2004.
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