TITLE

Know Thy Clients

AUTHOR(S)
Walters, Sean R.
PUB. DATE
July 2006
SOURCE
Journal of Financial Planning;Jul2006, Vol. 19 Issue 7, p46
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article mentions the author's visit to Salem, Massachusetts and focuses on marketing research. Qualitative research in a specific market can reduce the uncertainty and provide information about clients' expectations. There is a reference to the evolution of a Client Advisory Council, which is associated with Freedman Financial in Peabody, Massachusetts. Topics include the function of a focus group in exploratory market research and the 2006 consumer survey that was conducted by the Financial Planning Association.
ACCESSION #
22065593

 

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