TITLE

Assumptions and Adaptations: Fine-Tuning Your Practice for Profitability

AUTHOR(S)
Smith, Shawn
PUB. DATE
May 2007
SOURCE
Journal of Financial Planning;May2007 Supplement, Vol. 20, p19
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the author's experience of growing his financial planning business. He notes the importance of client referrals to his business. Also noted is his planning of special events planned to help generate new clients. The author also relates his practice of keeping in close contact with his clients.
ACCESSION #
24957313

 

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