Preparing and Positioning for Success

Hayden, Vern C.
March 2007
Journal of Financial Planning;Mar2007, Vol. 20 Issue 3, p38
Academic Journal
The article discusses methods for financial planners to prepare for personal and financial success. Financial planners must begin by getting a credential, the best of which is the Certified Financial Planner certification. Next they should determine their own personal philosophy of financial planning, which will help guide them throughout their entire careers. Other steps to prepare for success include positioning a niche though marketing and public relations and fostering innovation within one's company.


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