Best Practices From Top Planners and Experts

Schulaka, Carly
July 2009
Journal of Financial Planning;Jul2009 Solutions, p6
Academic Journal
The article presents several strategies of financial planners and practice management experts to thrive in the financial services industry amid the economic downturn in the U.S. It explores the best practices of these financial planners to keep their business alive and prosperous, despite the economic crisis. Specifically, the importance of having reserves financially, re-focusing on balance-sheet strength, and having a system to review portfolios on a regular basis are some of the techniques highlighted by the financial planners. Among the planners featured by the author include Elissa Buie of Yeske Buie Inc., Guy M. Cumbie of Cumbie Advisory Services Inc. and Cheryl Holland of Abacus Planning Group Inc.


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