TITLE

Reader Spotcheck

PUB. DATE
January 2003
SOURCE
Journal of Financial Planning;Jan2003, Vol. 16 Issue 1, p29
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents the results of a survey of financial planners in the United States, as of November 25, 2002. The survey reveals that 17.4 percent of financial planners spend 1-2 hours prospecting for clients. And few financial planners makes use of separately managed accounts with clients. Most of them believe that using a tax harvesting method could improve client performance.
ACCESSION #
8841330

 

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