TITLE

EXPANDING YOUR PRACTICE

AUTHOR(S)
Crawshaw, Julie
PUB. DATE
June 2003
SOURCE
Advisor Today;Jun2003, Vol. 98 Issue 6, p46
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Provides tips in selling a wide range of financial services in the U.S. Role of financial advisor; Importance of client data; Formation of strategic partnerships. INSETS: CRITICAL STEPS IN MAKING THE TRANSITION;ADVICE WORTH REPEATING: KNOW THY CLIENT.
ACCESSION #
9923780

 

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