Karen Caplan Altfest, PhD, CFP (New York, NY), is Vice President of L. J. Altfest & Co., a financial planning and investment management firm. She is also the Director of the Financial Planning and Investments Program at the New School.
First Meeting: On the Telephone.
Sitting Down with Your Prospects: The Initial Consultation.
Beginning the Process.
Working with Clients.
Frequently Recurring Client Fears and Glitches.
Presenting the Plan.
The Media is the Message.
Service is Key.
Three Ways to Rate Yourself.
Appendix: Financial Questionnaire.