SALT LAKE CITY -- Financial planners often get into the profession because they want to help clients achieve their dreams. That's great, says James Christie, president of Freedom Wealth Management in Basking Ridge, N.J. -- as long as new planners also realize that opening your own firm means running a business.
Christie, who spoke at the 2014 NAPFA conference here, said attention to financial planning's business component is key. Here are his tips for success.
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