Λεπτομέρειες βιβλιογραφικής εγγραφής
| Τίτλος: |
How Financial Planners Can Help Small Business Clients Conduct Effective Market Research. |
| Συγγραφείς: |
Tacchino, Kevin1 kktacchino@widener.edu |
| Πηγή: |
Journal of Financial Service Professionals. May2026, Vol. 80 Issue 3, p19-22. 4p. |
| Θεματικοί όροι: |
*Financial planning, *Marketing research, *Data analysis, *Entrepreneurship, *Forecasting, *Business planning, *Small business |
| Περίληψη: |
Entrepreneurial ventures introduce a layer of uncertainty that traditional financial planning models are not always designed to absorb. Given that environment, market research serves as more than background context and is a stabilizing force within the planning process. For financial planners, the objective is not to become market researchers or industry analysts. Rather, it is to ensure that assumptions embedded in a client's projections are grounded in observable data, aligned with industry realities, and logically connected to the broader financial plan. [ABSTRACT FROM AUTHOR] |
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| Βάση Δεδομένων: |
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