Turning the Tables: Client Advisory Boards Offer Valuable Advice to Planners

November 2006
Journal of Financial Planning;Nov2006, Vol. 19 Issue 11, p22
Academic Journal
The article discusses client advisory boards, which can offer valuable advice for financial planners. While many financial planners avoid asking clients for business advice, those that do often build a valuable resource for marketing research and reviews of new technology packages and services. Freedman Financial Associates has benefited from its relationship with the Freedman Financial Advisory Council, which reassures clients that the firm values their opinion and exists solely to serve their financial needs.


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