Be Our Guest

Levin, Ross
April 2006
Journal of Financial Planning;Apr2006, Vol. 19 Issue 4, p36
Academic Journal
The article discusses the benefits of networking for professional financial planners. The Financial Planning Association holds a retreat every May, which allows financial planners to come together and discuss their business and make the connections that allow them to grow their firms and do better work for their clients. The article presents an offer from Ross Levin, founding principal of Accredited Investors Inc., for fifteen people to come to his firm and see how his practice works from the inside.


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