TITLE

PRESIDENT'S MESSAGE

AUTHOR(S)
Potts, Tom L.
PUB. DATE
January 2010
SOURCE
Journal of Financial Planning;Jan2010 Practice Management, p5
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on how a financial planner can improve the practice management that will put the interest of the client at its best. The author comments on the career transition that is happening to new financial planners in the U.S. Further, he also remarks on the Financial Planning Association Business Solutions 2010 Conference to be held on March 1-3, 2010 at Dallas, Texas.
ACCESSION #
48095855

 

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