What Do Your Clients Say About You in the Elevator?

Papadoyannis, George
September 2006
Journal of Financial Planning;Sep2006 Supplement, p13
Academic Journal
The article reports on the vision statement of financial adviser George Papadoyannis for financial planners in the United States. Among the topics discussed in Papadoyannis' vision statement are the care of clients, the clarity of information, and regulations regarding client meetings. Papadoyannis stresses that the communication of this vision to staff and personnel can ensure satisfied clients. By establishing and defining a vision statement, the author notes both personal and professional growth can be achieved.


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