TITLE

Multiple Tracks Allow Planners to Focus on Core Business Areas

PUB. DATE
November 2007
SOURCE
Journal of Financial Planning;Nov/Dec2007 Supplement, p28
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article outlines the schedule of activities for the Financial Planning Association's 2008 FPA Business Solutions Conference, to be held in Chicago, Illinois between March 3 and March 5. Breakout sessions for the Sales and Marketing track will include presentations on building a business through client referrals, the professional referral method, and selling to the affluent. Breakout sessions for the human resources, compliance, and operating efficiencies & technology tracks are also described.
ACCESSION #
27518333

 

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