TITLE

The competitive edge

AUTHOR(S)
Tuttle, Marv
PUB. DATE
April 1997
SOURCE
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Reports that financial planners have begun to be interested in building relationships with customers in the United States. Comments of financial planning publisher Bob Veres at a Practice Management Conference; Client counseling and interpersonal communication; Absence of continuing education programs for planners to hone their counseling and communication skills.
ACCESSION #
2128055

 

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