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Financial Profiles Helps Advisors Deal With Small Business, Estate Planning Issues

Overview Tom Stahl, an advisor with LPL Financial Services since 1987, serves more than 200 small business owners in the Denver area on either a fee or commission basis. An eight-year user of Financial Profiles' solution, Stahl finds the benefits of Profiles+ Professional to be in its ability to gather and organize data efficiently. The program's fact finders and input screens make the data gathering and entry processes fast and efficient. The fact finders mirror the input screens, so once Stahl has completed his client interview, he can enter and analyze the data in Profiles+ Professional to formulate a strategy for his clients.

Further White Paper Details
Publisher	Financial Profiles	File Format	PDF
Date Published	October 2005
Format	Case Studies
Topics	N/A

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