TITLE

Pyramid of Success: The Final Chapter

AUTHOR(S)
Hayden, Vern C.
PUB. DATE
March 2008
SOURCE
Journal of Financial Planning;Mar2008, Vol. 21 Issue 3, p38
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents eight levels to a pyramid of success for financial planners, which was developed by Vern C. Hayden. The pyramid that Hayden presents is based on another pyramid of success, which was developed by basketball coach John Wooden. Levels in the pyramid include defining core values, addressing the logistics of a financial planning practice, and preparation through the development of a system of fundamentals. Other levels include the establishment of a niche, interviewing prospects, and the planning process.
ACCESSION #
31273547

 

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