TITLE

Don't Overlook Employee Benefits

AUTHOR(S)
Patrician, Jim
PUB. DATE
September 2008
SOURCE
Journal of Financial Planning;Sep2008 Practice Management Solutio, p15
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses steps financial planners should take when recommending a employee benefits specialist to a client. Steps the author feels financial planners should take before recommending a benefits specialist include identifying the correct strategic partner, recommending someone who is not a competitor and making the introductions between the client and the benefits specialist.
ACCESSION #
34262466

 

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