The Mystique of Small-Town Financial Planning

Smith, Brien
April 1996
Journal of Financial Planning;Apr96, Vol. 9 Issue 2, p80
Academic Journal
This article focuses on the financial planning of small towns and gives some suggestions to the financial planners while planning for a small town. Small towns in the United States are a niche marker often ignored as a viable marker for Certified Financial Planner professionals. While many of them crave the simple life, big trees and backyard creeks, they see country life as just a dream--a hope unfulfilled as they commute to their big-city offices and climb their corporate ladders. It doesn't have to be that way. With a little research, some planning and action, a planner can stop dreaming and begin his small-town office. While most of them are independent financial planners who have this wild streak of entrepreneurialism, the author in this article suggests them not to go solo. Its too lonely, too expensive and often too competitive. Instead, partner with a financial services organization to make their move into a small town more viable and successful. The author also suggests them to increase efficiencies. A partner can help reduce operating costs while conveying the professional image required in their business.


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