TITLE

Do You Need an Associate Adviser?

AUTHOR(S)
Hulett, Kirk
PUB. DATE
May 2010
SOURCE
Journal of Financial Planning;May/Jun2010 Practice Management, p11
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents four key factors that are essentials for the success of an associate financial adviser. These key factors include self management like building of effective personal productivity habits. It mentions that it is necessary for an associate adviser to build and maintain a proficient client relationship. Further, it suggests that an associate planner must also participate in business development activities and bring many skills to the position.
ACCESSION #
51008829

 

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