Summary: In a Financial Planning webinar last week, listeners got some great ideas from a team of practice management experts: Joni Youngwirth, Commonwealth Financial Network's managing principal for practice management; Fidelity Investments executive vice president David Canter; and Christine Gaze, president of Purpose Consulting Group.
 Advisors should identify a specific area -- whether geographic, sociographic, or even employees of a specific company -- then research everything they can find on the topics relevant to this group."Christine Gaze, President, Purpose Consulting Group. |
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