Keep Assets, Info, and Trust Growing With 3-Review System
Apr 3, 2006
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
An annual planning calendar incorporating three reviewsestate planning, taxes, and investment policycan 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.