Questions to Consider Before Going Independent

March 2009
Journal of Financial Planning;Mar/Apr2009 Practice Management, p6
Academic Journal
The article discusses issues a financial planner should consider before leaving a large company to establish an independent brokerage. A list of questions is offered by financial planner Leon Ruosso that such individuals should ask themselves before moving towards independence. Issues addressed include prior experience running a business and obtaining business through one's own efforts.


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