Working on a Client's 'Dream Team'

Newton, Catherine
August 2001
Journal of Financial Planning;Aug2001, Vol. 14 Issue 8, p66
Academic Journal
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.


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