Abstract

Focusing on the special problems faced by the providers of personal financial counseling, this paper develops seven propositions designed to improve marketing productivity among these institutions. The basis for these propositions is the authors’ observations of the financial counseling industry and a series of focused-group interviews among counselors as well as potential clients. The paper also presents an action-oriented methodology helpful for attracting and maintaining clients.

Talk to us

Join us for a 30 min session where you can share your feedback and ask us any queries you have

Schedule a call

Disclaimer: All third-party content on this website/platform is and will remain the property of their respective owners and is provided on "as is" basis without any warranties, express or implied. Use of third-party content does not indicate any affiliation, sponsorship with or endorsement by them. Any references to third-party content is to identify the corresponding services and shall be considered fair use under The CopyrightLaw.