Earning the Right to the Relationship

Hubbel, Julia
January 2007
Journal of Financial Planning;Jan2007 Supplement, p10
Academic Journal
The article discusses networking for financial planners. Financial planners who are creating a business network should always ensure that each one of their contacts is a positive experience which ultimately creates value for the entire network. Financial planners share the ways in which they maintain their business relationships, which include thanking contacts for work they help one with, getting clients to generate free advertising through word of mouth, and creating a product description that doesn't sound like a sales pitch.


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