Introducing an Evidence-Based Communication Model to Retain and Gain More Clients

Take the random out of your client service / communication plan and adopt an evidence-based plan. ​

Evan T. Beach, CFP®, AWMA®, is the director of wealth advisory at Campbell Wealth Management in Alexandria, Va. He’s a Kiplinger and columnist who has also been published on Yahoo Finance, CNBC,, Bloomberg , and U.S. News and World Report. He earned his CFP® designation at age 26, becoming one of only 3.3 percent of CFP® practitioners in their 20s at that time.

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