TITLE

A Work in Progress

AUTHOR(S)
Levin, Ross
PUB. DATE
April 2008
SOURCE
Journal of Financial Planning;Apr2008, Vol. 21 Issue 4, p34
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The author discusses the significant changes they had made in Accredited Investors Inc. He talks on the restructuring of their model in handling clients where each of them has a principal, lead, and support staff working on their account. A client advisory services model is given. Another strategy they used was that they invested on technology and people, considering them as important factors for the success and development of the firm. Information about the firm's third annual "Be Our Guest" program is given.
ACCESSION #
31527700

 

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