Contributed by: Melissa Joy, CFP®
As a planner who grew up professionally within The Center’s culture of sharing and collaboration, I was pleased to share some of my experiences with a broader audience by contributing a recent article to Financial Planning magazine “Your Clients Deserve a Second Opinion”. If you aren’t comfortable in working in a team environment it is likely that The Center wouldn’t be the best fit for you. By embracing a team-oriented approach, I’ve learned the benefits of a second opinion.
While many of our clients may typically meet with a single planner, they are supported by an atmosphere that seeks a diversity of perspective. As I explained in the article, looking for additional professional perspective can address three key factors: reduce blind spots that build up with familiarity, more creative and practical advice through teamwork, and a systematic way to train younger financial planners to be working with our clients in the future. To read the full piece which was written with a financial planner audience in mind, click here.
Melissa Joy, CFP® is Partner and Director of Investments at Center for Financial Planning, Inc. In 2013, Melissa was honored by Financial Advisor magazine in the Research All Star List for the third consecutive year. In addition to her contributions to Money Centered blogs, she writes investment updates at The Center and is regularly quoted in national media publications including The Chicago Tribune, Investment News, and Morningstar Advisor.
Financial Advisor magazine's inaugural Research All Star List is based on job function of the person evaluated, fund selections and evaluation process used, study of rejected fund examples, and evaluation of challenges faced in the job and actions taken to overcome those challenges. Evaluations are independently conducted by Financial Advisor Magazine.
This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Any opinions are those of Melissa Joy, CFP® and not necessarily those of Raymond James.