Planners Remain Competitive Despite Down Market

Aschkenasy, Janet
March 2009
Journal of Financial Planning;Mar/Apr2009 Practice Management, p5
Academic Journal
The article discusses financial planners who manage to maintain competitive and profitable operations during the financial crisis. Different techniques used by such business owners are described including focusing on smaller accounts which show future promise, selling insurance products and other non-investment-related products, and servicing new clients seeking assistance during troubled times. Commentary is provided by financial planner Bedda D'Angelo, president of Fiduciary Solutions, on changing attitudes of investors.


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