TITLE

Keeping Clients in the Fold

AUTHOR(S)
Newton, Catherine
PUB. DATE
July 2001
SOURCE
Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p64
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Presents the advice of several financial planners in the United States on client retention. Karen C. Altfest, vice president of L.J. Altfest & Co. Inc.; Nancy L. Blunck, owner of Blunck Financial company; Bill E. Carter, president of Carter Financial Management company; David Morganstern, co-president of Capital Management Consulting company.
ACCESSION #
4806292

 

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