Dealers’ Report Card

Relocating is a planner’s worst nightmare — includes chart

May 30, 2003 Lara Hertel

Firms still spinning out Web strategies

May 30, 2003 Lisa Weaver

Take-home pay remains a sensitive issue — includes chart

May 30, 2003 Kate McCaffery

Focus is firmly on day-to-day operations

May 30, 2003 Jeff Sanford

Preparing this report card — Main chart attached

May 30, 2003 Alan Husdal

Many planners still lack formal designations — includes chart

May 30, 2003 Gavin Adamson

PFSL not your typical distributor — includes chart

May 30, 2003 James Langton

Living with change

May 30, 2002 Ryan Jennings

Research not a strong point at most firms

May 30, 2002 Catherine Harris

Many firms get low grade for education

May 30, 2002 Laura Urmoneit

Web a strategic tool for planners

May 30, 2002 Jeff Sanford

Compliance: “A pain in the ass, but very good.”

May 30, 2002 Stewart Lewis