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How Advisors Can Improve Their Services

Saturday, Oct 12 2013
Practice Management
Written by  PFA News

During a panel discussion at the fall NAPFA conference in Philadelphia, female financial planning clients said advisors should learn to be good listeners and they should always be upfront and honest. So reports Financial Planning.

Other participants suggested that planners target graduate students to tap an underserved market.

Read the full article from Financial Planning.

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