The Financial Planner's Toolkit


The practitioner who is their own chief compliance officer, financial planner, asset manager, insurance expert, administrative assistant, marketing director, etc., is too busy, overworked, and likely underpaid and undercapitalized to effectively deliver services and grow the practice. If you are this practitioner, go out today and find yourself an administrative assistant to start, and stop doing $10-per-hour work. Then look critically at everything else you do to see if there is a more efficient way to do the work that is better handled by someone else. You need to spend your time on three major areas; delivering great advice, meeting and building better relationships with your "A" clients, and growing your practice to be a better, sustainable business.

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