TITLE

Identifying the Right Solution for the Client

AUTHOR(S)
Frith, Marlene
PUB. DATE
January 2007
SOURCE
Journal of Financial Planning;Jan2007 Supplement, p13
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses methods for financial planners to ensure that they are identifying and utilizing the best solutions for their clients. The author focuses on the value of teamwork among financial planners, who must often rely on the competence of their colleagues to determine the best course of action for clients. An anecdote that illustrates the need for financial planners to work together and create interdisciplinary relationships with other professionals, in this case an insurance agent, is presented.
ACCESSION #
23722742

 

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