Engaged Staff Yields Engaged Clients

Stafford, Melanie
July 2011
Journal of Financial Planning;Jul2011 Practice Management Solutis, p28
Academic Journal
The article focuses on the methods and advantages of promoting employee engagement in the U.S. Waldemar Kohl, the vice president at Fidelity Institutional Wealth Services, advised the financial planning firms to show how the work of each employee contributes to the success of the firm. Deena Katz, the associate professor at Texas Tech and founding partner of Evensky & Katz, encourages the participation of junior employees in the planning process. The engaged employees have been considered as an asset due to the profits contributed to the firm.


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