Don't Overlook Employee Benefits

Patrician, Jim
September 2008
Journal of Financial Planning;Sep2008 Practice Management Solutio, p15
Academic Journal
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.


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