The Turning Point: Business-Building Strategies That Worked

Opiela, Nancy
October 1996
Journal of Financial Planning;Oct96, Vol. 9 Issue 5, p44
Academic Journal
The article advices business planners about some practices which can help in increasing the business. The author here quotes the results of some of the interviews with financial planners that were taken in order to know these principles. One planner said that the key to growing his practice was increasing his own productivity. "Time management is crucial to any kind of business, one has to be organized enough to look at what's important." For James Platania, founder of Platania Financial and Retirement Services in Mount Prospect, Illinois, the turning point in his practice was his decision to launch his seminars program. For the past ten years, he has offered retirement planning and general financial planning seminars to corporations across the United States. Karen Dumont of Dumont Financial Services in Cleveland, Ohio suggests that "it takes a lot of reading, mostly of very dry Internal Revenue codes and publications such as Taxation of Distributions from Qualified Plans." Not Lacking for business Dumont recently found herself contemplating how to grow her practice while continuing to provide the same high level of service to current clients.


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