+

Cookies on the Business Insider India website

Business Insider India has updated its Privacy and Cookie policy. We use cookies to ensure that we give you the better experience on our website. If you continue without changing your settings, we\'ll assume that you are happy to receive all cookies on the Business Insider India website. However, you can change your cookie setting at any time by clicking on our Cookie Policy at any time. You can also see our Privacy Policy.

Close
HomeQuizzoneWhatsappShare Flash Reads
 

Financial planners share the smartest decisions they've seen clients make with their money

Aug 18, 2015, 22:25 IST

Shutterstock
ShutterstockFinancial planners get an intimate view of their clients' priorities.

Advertisement

Financial planners see it all.

Not only do they get an inside look into their clients' spending, saving, earnings, and investments, but they can see past the numbers to the people behind them: their clients' ambitions, fears, priorities ... and decisions.

Below, six certified financial planners answer the question,"What's the smartest decision you've ever seen a client make with his or her money, and why was it so smart?"

Next Article