TITLE

Working on a Client's 'Dream Team'

AUTHOR(S)
Newton, Catherine
PUB. DATE
August 2001
SOURCE
Journal of Financial Planning;Aug2001, Vol. 14 Issue 8, p66
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
Presents an interview with Certified Financial Planner practitioners who discussed the working relationship of planners with other financial advisers. Advantages and disadvantages of working as a part of a team; How compensation works when referring a client to another advisor; Qualities that make advisors good to work with.
ACCESSION #
4984520

 

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