Who Are You, Really?

Hughes, Bonnie A.
September 2009
Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, p34
Academic Journal
The article focuses on the author's discussion on making the right decisions for the right practices by financial planners in the U.S. She mentions important decisions to be made in the area of technology, succession planning, and marketing. She cites suggestions for an effective Web site. She stresses the need to identify the real value in the practice of successful planning and if the planner's business can stand intense examination of the due diligence process. Moreover, she mentions that there are several opportunities to gain new clients and increase strength of businesses with the right decision and practice.


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