Brand Your Service

Hulett, Kirk
July 2008
Journal of Financial Planning;Jul/Aug2008 Supplement, p13
Academic Journal
The article presents advice on how financial planners can brand their service. Essentially, firms should devise a business plan that develops in fine detail each of five or six steps central to the client experience. Everything including questionnaires, checklists, and templates should be committed to paper and fully absorbed by all staff.


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