A premium subscription is required to access this article. Article Date: 02/19/2018 Blog - Financial Plan = More Satisfied Customer It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan, but how do you convince a client that having a financial plan will ultimately be in their own best interests?As you can see below, when ... Log in to view full article. If you already have a subscription, please log in with your email address and password. User Name (Email Address): Password: Forgot your password? Click here to have your password emailed to you. To purchase a premium subscription, please use the links below. One-year premium subscription with unlimited access to all articles including reprint rights (see terms and conditions) for $2,000.00. Monthly subscription (3 month minimum) with unlimited access to all articles including reprint rights (see terms and conditions) for $195/mo. CLICK TO VIEW Terms and Conditions I ACCEPT You must accept the 'Terms and Conditions' before purchasing this product.