Updated Thursday, July 24, 2014 as of 12:58 PM ET
Practice - Career Advice
Assembly-Line Approach: Planners Use Well-Defined Sales Process
by: William Ainson
Thursday, November 1, 2012
Partner Insights

In dealing with prospective clients, financial planners should look to the assembly line for inspiration. This unexpected advice comes from Katherine Vessenes, president of Vestment Advisors in Chanhassen, Minn., and is based on her observation of highly successful planners around the nation.

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