The agent generally is not trying to pump commissions through the system, but is focused on the long term financial planning success of their clients. (lifeant.com)
But these examples are a minute fraction of those who plan their success through sound principles. (arborinvestmentplanner.com)
Experienced leader recognized for effective staff organization, efficient event and travel planning, which leverages excellent client relations skills to achieve overall planning success. (resumemycareer.com)