TITLE

Mapping the Competition

AUTHOR(S)
Rozen, Miriam
PUB. DATE
April 2013
SOURCE
Financial Planning;Apr2013, Vol. 43 Issue 4, p37
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article offers the insights of several financial planners on the preferable marketplaces for a planner to engaged in. Brian Gongaware of McKinley Carter Wealth Services states that populated states create competitive environment and allow planners to collaborate. Christopher E. Ashworth of Ironwood Wealth Management says that places with few residents have large funds to be managed. Paul Rotell of Christopher Street Financial adds that clients seeks information before trusting any planner.
ACCESSION #
86448078

 

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