TITLE

Super Sessions

PUB. DATE
June 2007
SOURCE
Journal of Financial Planning;Jun2007 Supplement, Vol. 20, p14
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article describes the Super Sessions for track learning at the September 2007 conference of the Financial Planning Association, FPA-Seattle 2007. The unifying theme is an examination of the changing landscape of the financial planning profession and the communication skills required to both understand and meet customer expectations. The sessions include "Inside the Minds of Our Clients: New Research on What Consumers Know About Financial Planning," A Wealth of Stories: Financial Planning as a Process of Shaping Clients' Legacy Tales," and "Creating the Future."
ACCESSION #
25309570

 

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