Essential Skills for the Associate Planner

Durso, Richard J.
May 2011
Journal of Financial Planning;May/Jun2011 Practice Management Sol, p14
Academic Journal
The article discusses various skills that associate-level or less experienced financial planners must master to gain the trust of their clients including competence, client understanding and client service and communication. The author relays that mastering these skills is important to associate financial planners because they will help them on their way to becoming senior planners. He offers suggestions for associate financial planners including subscribing to various planning and investment periodicals, participating in the activities of the Financial Planning Association and listening to business reports. He mentions the importance of time management ability and organizational skills to become a successful planner.


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