TITLE

Winter Holidays: Do Your Own Planning

AUTHOR(S)
Melchinger, John H.
PUB. DATE
December 1997
SOURCE
Journal of Financial Planning;Dec1997, Vol. 10 Issue 6, p105
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Evaluates the individual practice of financial planning by clarifying objectives and organizing the next phase of practice development. Looking back on long-term objectives; Prioritizing clients; Categorizing clients, prospects and centers by markets.
ACCESSION #
1389

 

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