TITLE

Practice Tune-Up: How's Your Professional Network?

AUTHOR(S)
Schulaka, Carly
PUB. DATE
January 2009
SOURCE
Journal of Financial Planning;Jan/Feb2009 Practice Management, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses results of research conducted in 2008 by the Financial Planning Association (FPA) on how planners build their businesses. FPA found that planners are most apt to partner with tax professional, accountants, and lawyers. For growing their retirement-planning businesses, planners did not consider direct mail to be particularly valuable.
ACCESSION #
36321865

 

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