TITLE

ENTREPRENEURIAL DRIVE

AUTHOR(S)
MARSH, ANN
PUB. DATE
April 2013
SOURCE
Financial Planning;Apr2013, Vol. 43 Issue 4, p46
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
86448080

 

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