 Even though firms aren’t selling products, it takes marketing and sales skills to help clients develop financial planning programs.”Vickie Hampton, chairwoman of the financial planning department, Texas Tech University. |
Education Shakeup for Future Planners
Miriam Rozen | Financial Planning, November 2015
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Summary: To ensure that their students are receiving the real-life skills they need to succeed, the faculty and administrators in charge of these schools’ financial planning curriculums are working closely with local advisors to repurpose their programs. The mutual objective is to prepare the schools’ graduates to walk out of their classrooms and into jobs at nearby wealth management firms.
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