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| There's a good reason to check out a financial planner before you sign on for his or her services. One way an agent can secure that invitation is to ask high-end customers to hold a joint meeting with their financial advisers to discover exposures the agent or planner may be unable to uncover alone. MPI, in partnership with American Express, initiated a groundbreaking research study in 2002 on the global business of meetings, featuring comparisons of planner and supplier projections. |
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