TITLE

Practice Report Card

AUTHOR(S)
Kautt, Glenn G.
PUB. DATE
November 2007
SOURCE
Financial Planning;Nov2007, Vol. 37 Issue 11, p45
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses a firm's performance measurements. The firm focuses on people, effort and results. The company requires its professional staff to have formal education, training and experience. It has two methods for measuring client retention and satisfaction. In addition to this, the firm is committed to client services, innovation and value added.
ACCESSION #
27350392

 

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