Jerry B. Wade, CFP, CFS Fine-Tuning Client Relationships

Opiela, Nancy
August 1999
Journal of Financial Planning;Aug1999, Vol. 12 Issue 7, p106
Academic Journal
Features Jerry B. Wade, founder and a financial planner of Wade Financial Group, Inc. in Minneapolis, Minnesota. His views on scanning prospective clients; Launching of a formal estate planning service by Wade; Discussion on tax-managed mutual funds.


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