Making Your Fortune, Cookie!

Walker, Lewis J.
July 1993
Journal of Financial Planning;Jul93, Vol. 6 Issue 3, p107
Academic Journal
Free Enterprise is a new global craze, capturing imaginations from Asia to Central and South America to Eastern Europe. But in increasingly widespread circumstances, people are being downsized. In the future world of downsized bigness and entrepreneurial flexibility, consultants to growing small businesses may also seek a piece of the pie. Entrepreneurial planners will increase their roles as business advisors, involved in the full spectrum of activities connected in building, preserving and passing on business interests. Business owners will turn to get things done, opening opportunities for planners to captain the team Certified public accountant and attorneys could either be competitors or allies in that regard. Planners should become proactive in establishing ties with related professionals who could work as a team. Many of the best planners in the country plunged into the sea years ago as they built independent businesses. Some planners have gone beyond traditional planning services, getting involved in buy-sell negotiations, investment advice or the sale of financial products often may be shared among professionals with no conflict, subjects to full disclosure.


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