TITLE

Tailoring Client Communications

AUTHOR(S)
McCarthy, Ed
PUB. DATE
December 2010
SOURCE
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on the significance of addressing professional communication between financial advisers and clients in the finance industry in the U.S. It stresses that identifying the client's personality is a key element in understanding the type of financial proposals that advisers must deliver to their clients since money is involved in the process. It suggests the use of personality profiling for financial planners to establish proper communication.
ACCESSION #
55781780

 

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