TITLE

Going the Extra Mile

AUTHOR(S)
Opiela, Nancy
PUB. DATE
September 2002
SOURCE
Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p60
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article offers pieces of advice on how financial planners in the U.S. can enhance their relationships with their clients. Financial planning is a relationship business. Accordingly, planners often find themselves going above and beyond traditional financial planning and investment management to offer their clients services that don't fall under any kind of financial umbrella. Some of these ancillary services have worked so well for individual clients that planners have sought to offer them in a more formal way to all their clients. Other extras that planners willingly provide are more unique and fall under the 'helping hand' category. Michael Haubrich, a certified financial planner, helps his clients shop for new and used vehicles. His venture outside the realm of traditional financial planning services has been so successful that Haubrich now offers real estate assistance under his firm's umbrella. Travel is another avenue planners, looking to provide that something extra to clients, have ventured down. What's more, planners often will put clients who have similar travel interests in touch with one another. For lack of a better word, legwork is another service planners offer clients. In these, rather than develop a service like car buying that appeals to clients across the board, the emphasis here is on the specific, often immediate, needs of the individual client.
ACCESSION #
7390032

 

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