You can t maximize ROI without ROR accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.
My favourite session explored how merging technology and financial psychology can personalise advice and address financial anxiety and stress, thereby improving client satisfaction.
CFP Board announces client impact research initiative insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.
/PRNewswire/ CFP Board today announced the release of the draft framework of its Client Impact Study, the first peer-reviewed academic research study to.