How to Set 5 Appointments a Day

Komoszewski, Jim
September 2009
Journal of Financial Planning;Sep2009 Solutions, p19
Academic Journal
The article offers information on the methods to be able to make five appointment schedules a day for financial advisers. An assistant or support staff is important in order to have a consistent scheduling of the calendar. Advisers must be able to respond to the inquiries and request of clients. Moreover, proactive calls to schedule meetings is preferred over sending standard review letters.


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