Updated Monday, September 15, 2014 as of 12:03 AM ET

Comprehensive Planning: Good for Clients or the Bottom Line?

When UBS advisor Gino Stumpo first began his career 14 years ago, he recalls being one of the few in the wirehouse channel to practice comprehensive financial planning.

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Comments (1)
Great article! For "advisors" and "planners" who want to make the transition to comprehensive planning, take at look at my new book, COVERING YOUR ASSets- A Comprehensive Guide to Wealth Preservation and Asset Protection. Read more at www.amazon.com/author/leonardcritcher.
Posted by Leonard C | Sunday, July 06 2014 at 10:47AM ET
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