Life planners urged to seek scale and serve middle market

June 2009
Money Marketing;6/25/2009, p8
The article discusses the issue on the accessibility to life planning and scalability of business models which Kinder Institute of Financial Planning founder George Kinder has raised to Profit Impact of Market Strategy 2009 delegates. Kinder stressed out that the integrity of life planning firms will be attained if model is devised to service middle-income clients. He said that scalability of the model is one of the keys to a successful brand.


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