Planner Poll
Planner Poll
About this item
Full title
Planner Poll
Publisher
Denver: Financial Planning Association
Journal title
Journal of Financial Planning, 2024-10, Vol.37 (10), p.27-27
Language
English
Formats
Publication information
Publisher
Denver: Financial Planning Association
Subjects
More information
Scope and Contents
Contents
Twenty responses from FPA Activate group and Linkedln show that the majority of planners find communicating with their clients every three months to be the sweet spot. A smaller portion, 15 percent, find communicating annually to be often enough for their clients. Naturally, there's no one-size-fits-all approach, and a combined total of 30 percent...
Alternative Titles
Full title
Planner Poll
Identifiers
Primary Identifiers
Record Identifier
TN_cdi_proquest_reports_3113828294
Permalink
https://devfeature-collection.sl.nsw.gov.au/record/TN_cdi_proquest_reports_3113828294
Other Identifiers
ISSN
1040-3981
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