Create your niche, know your value proposition and be sure to write it all down clearly.
In a Financial Planning
webinar earlier this year, listeners got some great ideas from a team of practice management experts: Joni Youngwirth, Commonwealth Financial Network’s managing principal for practice management; Fidelity Investments executive vice president David Canter; and Christine Gaze, president of Purpose Consulting Group.
Scroll through to view these tips or click here
to view this list in a one page version. -- Lee Conrad, editor of Bank Investment Consultant