FPA Retreat 2012 shines spotlight on the emotional and psychological dynamics between advisor and client
The 400 advisors on hand seemed eager discover ways to make the advisor-client process more meaningful
Author Brent Burns May 18, 2012 at 3:58 AM
0 Comments
Related Moves
FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors
Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs
August 2, 2019 at 12:48 AM
Mentioned in this article:
Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO
