April 2013
Financial Planning;Apr2013, Vol. 43 Issue 4, p46
The article focuses on the need for certified financial planners (CPF) for financial planning in small businesses. It states that every firms needs to have a team of experts who will provide assistance to the clients. Derek Holman, co-founder of EP Wealth Advisors says that in financial planning, each advisor needs to build a team to establish productive plans. It also provides suggestions from specialized planners on the effective ways of working with small business clients. INSET: Valuing Your Client's Business: 8 Key Questions to Ask.


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