Updated Friday, April 25, 2014 as of 2:17 AM ET
Practice - Career Advice
Assembly-Line Approach: Planners Use Well-Defined Sales Process
by: William Ainson
Thursday, November 1, 2012

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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