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Wednesday, November 17, 2010

2:55 PM - 3:45 PM
Track: Financial Planning View Track

AVOIDING COMMON PITFALLS- WHAT NOT TO DO (1 CPE)

John P. Napolitano, CFP ®, CPA, PFS, MST, RLP® Chairman and CEO, U.S. WEALTH MANAGEMENT, LLC

  • Common mistakes out of the gate
  • Sending the wrong message to clients- setting expectations
  • Saying you’re the FP Expert before you reach that status

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