TITLE

Gather Your Clients for Community Conversations

AUTHOR(S)
Jetton, Elizabeth
PUB. DATE
July 2009
SOURCE
Journal of Financial Planning;Jul2009 Solutions, p18
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the significance of gathering community conversations with clients in financial planning management in the U.S. It highlights the advantages of hosting simple gatherings or conversations together with clients, centering the essence of tapping resilience, hopes and connectedness amidst the economic downturn. In addition, it features the conference call efforts of financial planning firms with their clients, focusing the initiatives of Gayle and Rich Coleman of Coleman Knight Advisory Group in Massachusetts and Marty Kurtz of The Planning Center in Illinois. Furthermore, information on the preparations for a conversation cafe or conference call is presented. INSETS: Preparing for a Conversation Cafe or Conference Call;Conducting a Conversation Cafe or Conference Call.
ACCESSION #
43253478

 

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