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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Client Acquisition Tools

Is financial planning an effective client acquisition tool?

Posted by RJ and Makay on Jul 01, 2010
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EggsA new report from the Aite Group shows financial planning to be an effective tool for Financial Advisors seeking to increase their business. The new report is based upon their survey of about 400 advisors in Q4 2009. The report shows most advisors agree that planning is an ongoing process that advisors and clients embark on together to define and accomplish clients’ short and long-term financial goals.