What is a Certified Financial Planner

Bookmark It

Hide Sites

Unless you are an employed Financial Planner, being a Financial Adviser is like running a small business. And like all businesses, there is the sales/marketing, finance, operations, personnel and customer relationship management aspects in running a profitable Financial Advisory Practice. Therefore having a good business plan/strategy and being able to execute it well, is the difference between a good and an excellent financial adviser.

“Authentic marketing is not the art of selling what you make but knowing what to make. It is the art of identifying and understanding customer needs and creating solutions that deliver satisfaction to the customers, profits to the producers and benefits for the stakeholders.” Philip Kotler Read it all..

Bookmark It

Hide Sites

The actual role of a Financial Adviser is to assist their clients in making good financial decisions in order to meet their life goals. It involves a process of gathering client financial data, analyzing and then making recommendations so that the client can make informed choices. It does not stop there. The process should also involve implementation, periodic review and monitoring. This is the Practice role of the Financial Adviser, just like attending to patients is the practice role of a doctor. Can you imagine a doctor giving you medicine before proper diagnosis?

It’s a shame that most people’s contact with a financial adviser or financial planner has been limited to an eventual purchase of a financial product. There is more to it than that. The product-pushing practices have caused much disrepute to the profession of a Financial Planner or Financial Adviser. Read it all..

Bookmark It

Hide Sites

Are you looking for a career that will allow you to have time flexibility, run a small business, write your own pay check and be able to help people in a way that makes a big difference in their lives? Well folks, this is what part and parcel of what a being a financial adviser is.

USNews.com listed the financial advisory business as the top 15 Best Small Businesses to start in 2009 and CNN Money listed the Financial Adviser as the top 10 careers to pursue. This is taking into consideration the compensation, job fulfilment as well as quality of life.

Read it all..

Bookmark It

Hide Sites