Marketing an Independent Practice: Keys to Success

Buttell, Amy E.
March 2009
Journal of Financial Planning;Mar/Apr2009 Practice Management, p10
Academic Journal
The article discusses efforts to successfully market independent financial planning practices. Individuals who work for large brokerage firms are used to following orders and not having to worry about how clients will hear of them, the article indicates. Topics include clients that have relationships with the financial planner rather than the large firm, building a business on a base of existing clients, and adapting the mentality of a business owner. Also discussed is establishing one's professional niche.


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