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.
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.