TITLE

Communicate to Generate Referrals

AUTHOR(S)
Denavit, Charise
PUB. DATE
May 2011
SOURCE
Journal of Financial Planning;May/Jun2011 Practice Management Sol, p30
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents the strategies that financial planners might consider to build relationships with clients. It relays the role of technology in helping financial planners conduct transactions with their clients. The author conveys the need for planners to show the human side of their practice by giving their clients more information about the firm including personal achievements, community and charity involvements. He notes the importance to keep client communications consistent.
ACCESSION #
60616932

 

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