Planner Poll
Planner Poll
About this item
Full title
Planner Poll
Publisher
Denver: Financial Planning Association
Journal title
Journal of financial planning (Denver, Colo.), 2024-08, Vol.37 (8), p.34-34
Language
English
Formats
Publication information
Publisher
Denver: Financial Planning Association
Subjects
More information
Scope and Contents
Contents
Twenty-three responses from the FPA Activate group and Linkedln reveal that nearly two-thirds of advisers are strong believers that connecting with clients is one of the best practices if you want to succeed the current owner in your firm. There is something to be said about being organized and creating a timeline (8 percent of respondents) or show...
Alternative Titles
Full title
Planner Poll
Identifiers
Primary Identifiers
Record Identifier
TN_cdi_proquest_reports_3097527613
Permalink
https://devfeature-collection.sl.nsw.gov.au/record/TN_cdi_proquest_reports_3097527613
Other Identifiers
ISSN
1040-3981
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