A Host Learns from His Guests

Levin, Ross
December 2006
Journal of Financial Planning;Dec2006, Vol. 19 Issue 12, p38
Academic Journal
The article discusses the author's experiences as he ran the "Be Our Guest" program for financial planners. The program allowed financial planners from around the United States to visit Accredited Investors Inc. and see how the practice is managed day-to-day. The author's firm was visited by 19 people representing 16 firms, from new financial managers to established business owners. The program aimed to create an environment where financial planners could share ideas to improve their practices and ultimately benefit their clients.


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