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| *Ostroff, Fair and Company>>>Financial Services |
What are the best resources for a new (broke) financial advisor? |
I am new to the industry and I want to be very educated in what I do. What are some of the best places, books, networking events, websites to go to in order to be a great advisor? Basically, what do I need to focus on at this point and how can I build my business as fast as I can while still giving quality service to my current clients? Starting out is a BEAR, isn't it? I hear ya on the "broke" thing! As far as education, consider training for your CFP, if you don't already have that........it's a fantastic training program. You'll learn a lot of useful stuff. When we were in financial planning / advising, we always wanted to try the Bill Good Marketing system. It looks truly amazing! I believe it could REALLY expand your business, if you can ever swing it. Check it out here: http://www.billgood.com/company.cfm... Keep the customer's needs foremost in mind, give them better service than anyone else ever has, and you'll be OK! Source(s): 18 years on financial services. I have answered this type of question the same way each time. Education, education, education! If you don't already have your Bachelor's degree, get it (in the Finance field). With a business such as financial planning, you are going to need to back your recommendations up with substance. If a client wants financial planning, will they come to you if you are less educated than they are? As the first responder said, take the educational requirement for the CFP (offered through The American College). The CFP is the most respected designation in this career. For training, it is simply keeping up with law and regulation changes, understanding the economy and market, and understanding your customers. If they feel you are doing what is right for them, they will spread the word. Ron, ChFC |
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