Keeping Clients in the Fold

Newton, Catherine
July 2001
Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p64
Academic Journal
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.


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