Assumptions and Adaptations: Fine-Tuning Your Practice for Profitability

Smith, Shawn
May 2007
Journal of Financial Planning;May2007 Supplement, Vol. 20, p19
Academic Journal
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.


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