TITLE

Not all clients are created equal

AUTHOR(S)
McCarthy, Ed
PUB. DATE
April 1997
SOURCE
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p99
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Presents tips designed to boost the profitability of financial planning companies in the United States. Ranking of clients according to the value they provide to the firm; Provision of a high quality of service commensurate with the client's value; Reasons why financial planners do not practice client-tracking.
ACCESSION #
2128086

 

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