TITLE

How to Develop a Personalized Introductory Kit

AUTHOR(S)
Freedman, Marc S.
PUB. DATE
November 2008
SOURCE
Journal of Financial Planning;Nov/Dec2008 Practice Management Sol, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents information on steps financial planners take when creating a personalized introductory kit. Specific information that the author suggests should be included in the introductory kit include a fact finder, the financial planner's biography and a business card. A suggestion on steps that financial planners can take to determine how other financial planners in their area introduce themselves to clients is presented. A personal experience the author had in sending an introductory kit to a potential client is mentioned.
ACCESSION #
35200004

 

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