A Planner's Pyramid of Success: Logistics

November 2006
Journal of Financial Planning;Nov2006, Vol. 19 Issue 11, p40
Academic Journal
The article presents the Planner's Pyramid of Success, a tool for financial planners based on a Pyramid of Success that was developed by basketball coach John Wooden. Financial planning success is largely based on the acquisition of clients that generate renewal income and the repetition of quality service for those clients over a lifetime. To facilitate customer loyalty, planners should combine the highest ethical standards with continued self-improvement and renewal, focusing on innovation and preparation.


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