TITLE

Client.com

AUTHOR(S)
Levin, Ross
PUB. DATE
May 2001
SOURCE
Journal of Financial Planning;May2001, Vol. 14 Issue 5, p30
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Shares the experience of a financial planner on how to establish a good relationship with a client. Importance of a good relationship between a client and a financial planner; Strategies and trends in the financial planning industry; Information on the Web site Client.com.
ACCESSION #
4459881

 

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