Expand Your Client Base

Denavit, Charise
March 2010
Journal of Financial Planning;Mar/Apr2010 Practice Management, p28
Academic Journal
The article provides information on how to expand the Web presence of investment advisors through the PlannerSearch�, a search tool developed by the Financial Planning Association (FPA). It advices to list their firms on this tool to let clients know that they are qualified financial planners, to follow a strict code of ethics, and to aspire to the standard of care set by FPA. PlannerSearch will display their firms' contact information, including their addresses, phone and fax numbers.


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