5 Strategies for Creating a Successful Practice

Collins, Brion S.
January 2009
Journal of Financial Planning;Jan/Feb2009 Practice Management, p17
Academic Journal
The article presents five strategies for building a successful financial-planning practice. Hire competent people with communications skills. Institute plans to ensure regular contact with clients. Decide which types of clients you want to cater to and focus your marketing efforts on them. Cultivate a professional image, and become involved in the community.


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