TITLE

Reader Spotcheck

PUB. DATE
November 2001
SOURCE
Journal of Financial Planning;Nov2001, Vol. 14 Issue 11, p27
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This section focuses on the knowledge of readers on various issues in finance in the United States. September's Focus article, "Marketing Tactics Examined," observed that many planners were uncomfortable with the practice of asking clients for referrals. The section also presents information related to the ratings of the current level of confidence in the investment environment.
ACCESSION #
5522689

 

Related Articles

  • The Never-Ending Story. Veres, Bob // Financial Planning;Nov2007, Vol. 37 Issue 11, p41 

    The article presents the story of three financial advisors who graduated from the same CFP class and entered the profession at just about the same time. The first advisor was successful because he worked hard for his clients. The next one had few clients and was shy about asking for referrals....

  • Your story is the key to referrals. WICKENDEN, PHIL // Money Marketing;11/3/2015, Issue 1508, p36 

    The author comments on the few financial advisers who have a systematic approach to stimulating and managing referrals. Topics discussed include the use of referrals to generate new business, the need for advisors to have a clearly articulated vision of where they add value and how, and the...

  • Weekly Leads.  // Investment Management Weekly;10/13/2003, Vol. 16 Issue 40, p8 

    Presents a chart on the search and hire activity of investment companies in the U.S. for the week ending October 8, 2003.

  • How to Develop a Personalized Introductory Kit. Freedman, Marc S. // Journal of Financial Planning;Nov/Dec2008 Practice Management Sol, p22 

    The article presents information on steps financial planners take when creating a personalized introductory kit. Specific information that the author suggests should be included in the introductory kit include a fact finder, the financial planner's biography and a business card. A suggestion on...

  • Don't Make These Mistakes. Britt, Julie // Advisor Today;Nov2008, Vol. 103 Issue 11, p60 

    The article discusses the common mistakes that financial advisors should avoid in making business referrals. These include lack to commitment to referrals, fear of asking for referrals, and lack of systematic approach to generate referrals. Information related to these common mistakes and the...

  • The All-Referral Practice. Drucker, David J. // Financial Planning;Aug2005, Vol. 35 Issue 8, p71 

    Focuses on the advantages of using referrals in building a financial planning business. Reasons of advisers for not seeking referrals; Suggested ways on making the referral process work; Information on Value discussion, Importance Permission to explore and Suggest names and categories, a...

  • Five steps to securing good quality referrals. Cuthbertson, Jane // Money Marketing (Online Edition);7/20/2015, p3 

    The article offers information on five steps that should be considered on how to secure good financial referrals. Topics discussed include the importance determining the appropriate expert who could offer good financial advise, the role of proper approach and citing right questions relative to...

  • Everybody Get Together. VERES, BOB // Financial Planning;Feb2013, Vol. 43 Issue 2, p21 

    In this article, the author expresses his views on the importance of conferences to financial advisors. He says that conferences allow advisors to be updated with the developments in the financial planning industry. Another purpose of attending conferences is said to be networking, which enables...

  • Looking for Leads? Try These Marketing Methods. Schulaka, Carly // Journal of Financial Planning;May/Jun2010 Practice Management, p8 

    The article offers some of the findings of the 2010 Financial Planning Marketing Methods study which was conducted by the U.S. Financial Planning Association (FPA) Research Center along with its possible implications on marketing plan. Based on the findings, one of the most popular methods used...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics