TITLE

Expand Your Business With PlannerSearch

PUB. DATE
May 2008
SOURCE
Journal of Financial Planning;May/Jun2008 Solutions, p26
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses PlannerSearch, an online application that helps financial planners find new clients. Planners who are members of the Financial Planning Association (FPA) are eligible to list on PlannerSearch. Two tiers of service are available. The basic package is free to FPA members who are Certified Financial Planners, and includes basic information about a planner along with email functionality. Enhanced service adds expanded profiles, priority listing in customer searches, and more.
ACCESSION #
31955088

 

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