Network FP Thinktank

Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and the world.

Running Your Financial Planning Practice Like a Business

Lisa Kirchenbauer
February 22, 2012

Reading Time: 5 minutes If you want to be a successful financial planner, you have to run successfully your financial planning business too. It’s not enough to be good at the work you deliver i.e. making plans & advising clients ; you have to know how to deliver it through a business, whether that business is just you or a team of 25 people. Just as you had to learn financial planning skills, for most of us, running a business requires some education and training.

Read More

Categories

Tags

Advisors Advisory Practice behavioral finance Budget certified financial planner CFP client acquisition data gathering digital marketing Do it yourself estate planning ethical behaviour ethics Featured Fiduciary financial advisor financial advisors Financial Life Planning financial literacy Financial planner financial planning financial planning fees financial planning process George Kinder IFA IFAs IFA transition insurance life planning marketing michael kitces Mutual Fund mutual funds network fp annual conference 2011 practice management Regulation of Investment Advisors RIA risk management Sadique Neelgund sales SEBI SEBI Investment Advisor Regulations 2013 social media suresh sadagopan technology

Subscribe to ThinkTank

Network FP ThinkTank is an online professional journal with weekly articles written by India’s leading practitioners and thought leaders. Get articles directly delivered to your inbox. Over 12,000 already subscribed.
* indicates required