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Download full textFinke, Michael S.; Huston, Sandra J.; Winchester, Danielle D. – Journal of Financial Counseling and Planning, 2011
Using a cost-benefit framework for financial planning services and proprietary data collected in the summer of 2008, the client characteristics that are associated with the likelihood of paying for professional financial advice, as well as the type of financial services purchased, are identified. Results indicate that respondents who pay for…
Descriptors: Financial Services, Client Characteristics, Identification, Data Collection
