Keep Assets, Info, and Trust Growing With 3-Review System

Apr 3, 2006 / By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
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An annual planning calendar incorporating three reviews—estate planning, taxes, and investment policy—can help you stay on top of changes in your clients' financial situation, track money in motion, and generate referrals. Schedule them in February, May, and July, and come fall, you'll be busy with plenty of year-end business and new clients.

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