TITLE

Management Tools for Advisors

AUTHOR(S)
Scritchfield, Randy L.
PUB. DATE
January 2001
SOURCE
Advisor Today;Jan2001, Vol. 96 Issue 1, p60
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Provides management tools for financial advisors. How to categorize the client base as part of business planning; Use of the Call Management Action sheets in delegating client work; System developed to handle the business-management aspects of a practice.
ACCESSION #
4022920

 

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