TITLE

Brand Your Service

AUTHOR(S)
Hulett, Kirk
PUB. DATE
July 2008
SOURCE
Journal of Financial Planning;Jul/Aug2008 Supplement, p13
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
33607978

 

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