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New Financial Advisor? Here's 4 Tips to Starting Your Financial Planning Practice
*found on EZine Articles
by: Valerie Love
A financial advisor career has multiple benefits, including good pay, great client relationships and learning galore. It's an opportunity to engage in a highly respected field, and to provide a valuable service to clients who rely on your expertise.
I enjoyed being in the financial planning industry for several years and was privileged to serve over 200 clients in my financial planning practice.
Here are 4 tips if you're planning to become a financial advisor that will get you started on the right foot:
1. Hire help immediately. This is one of the best decisions I ever made in my financial advisor carer. I immediately hired a college student to do paperwork and make phone calls. She was a lifesaver. With all the new responsibilities of being a financial advisor, this investment was well worth it for me.
2. Have a paper management system, and stick with it! Determine early on a paper management system that will work for you to keep all your important papers and documents in order. The financial services industry is heavy on paper, and it's easy to get bogged down in a white mass of papers on your desk (and all over your office) if you're not equipped with a way to handle all the paper that comes at you on a daily basis.
3. Set office hours and stick with them! Right up front, set your office hours. The beginning years of building a financial planning practice often mean long hours. There's no doubt you'll work very hard in the beginning, but you've got to give yourself time to rejuvenate and time for the other things in life that are important to you.
4. Determine early on who your ideal client is, then go to all the places they hang out. Become a speaker to those organizations. Frequent the places where your ideal clients can be found. This puts you in direct contact with potential clients without you spending a boatload of money on marketing.
A financial advisor career can be a rewarding one. Enjoy your new venture.
by: Valerie Love
A financial advisor career has multiple benefits, including good pay, great client relationships and learning galore. It's an opportunity to engage in a highly respected field, and to provide a valuable service to clients who rely on your expertise.
I enjoyed being in the financial planning industry for several years and was privileged to serve over 200 clients in my financial planning practice.
Here are 4 tips if you're planning to become a financial advisor that will get you started on the right foot:
1. Hire help immediately. This is one of the best decisions I ever made in my financial advisor carer. I immediately hired a college student to do paperwork and make phone calls. She was a lifesaver. With all the new responsibilities of being a financial advisor, this investment was well worth it for me.
2. Have a paper management system, and stick with it! Determine early on a paper management system that will work for you to keep all your important papers and documents in order. The financial services industry is heavy on paper, and it's easy to get bogged down in a white mass of papers on your desk (and all over your office) if you're not equipped with a way to handle all the paper that comes at you on a daily basis.
3. Set office hours and stick with them! Right up front, set your office hours. The beginning years of building a financial planning practice often mean long hours. There's no doubt you'll work very hard in the beginning, but you've got to give yourself time to rejuvenate and time for the other things in life that are important to you.
4. Determine early on who your ideal client is, then go to all the places they hang out. Become a speaker to those organizations. Frequent the places where your ideal clients can be found. This puts you in direct contact with potential clients without you spending a boatload of money on marketing.
A financial advisor career can be a rewarding one. Enjoy your new venture.
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