Multiple Tracks Allow Planners to Focus on Core Business Areas

November 2007
Journal of Financial Planning;Nov/Dec2007 Supplement, p28
Academic Journal
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.


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