Marketing: In with the New, Out with the Old

Newton, Catherine
January 2001
Journal of Financial Planning;Jan2001, Vol. 14 Issue 1, p86
Academic Journal
Interviews two financial planners and two marketing consultants on the marketing techniques that are effective in financial planning. Ron Carson of Carson Feltz Retirement Planning; Deena B. Katz of Evensky Group; Lynda C. Falkenstein; Richard D. Sincere of Sincere & Co.


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