The competitive edge

Tuttle, Marv
April 1997
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p10
Academic Journal
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.


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