No matter how much experience you have in financial planning, you want to acquire as much knowledge as you
can about running a financial planning company - before starting your own business. A simple way to get this
information is to talk to financial planners who own businesses themselves.
 David Miller has put
together a step-by-step financial planning business start-up guide. This is an easy way to minimize your
risk and maximize success in this field - even if you have minimal experience.
See what you get >>
- Tips for choosing a business name, the ideal company location and landing new customer accounts.
 How to put together a marketing plan, an
advertising budget and introduce new clients on a steady basis.- Find out which licenses and permits you need, plus bookkeeping advice.
- Helpful information on computer equipment, software, certifications, regulations and more.
 How to Start a Financial Planning Business
What our friends also checked out:
| 
