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FPA Retreat 2012 shines spotlight on the emotional and psychological dynamics between advisor and client

The 400 advisors on hand seemed eager discover ways to make the advisor-client process more meaningful

Author Brent Burns May 18, 2012 at 3:58 AM
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Brent Burns: A lot of people were talking about psychology and a lot of advisors are eager for that sort of training.

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August 2, 2019 at 12:48 AM


Mentioned in this article:

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO



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