Build your team--and your client base--with book clubs

You can train your staff using a book club, suggests Kirk Hulett of Securities America Inc. in "Move Over Oprah," published in Practice Management Solutions (Nov./Dec. 2008).

Hulett got me thinking. How about running a financial book club for your clients or prospects? It could deepen your relationship with them as you learn more about what makes them tick.


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Susan B. Weiner, CFA
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Copyright 2008 by Susan B. Weiner All rights reserved