<br />
Business advice for<br />
financial planning start-ups<br />
Thinking of starting your own<br />
financial planning business?<br />
The financial advice market has always been a<br />
‘cottage industry’ allowing small firms to establish<br />
and thrive. Many advisers have what is termed<br />
lifestyle businesses, one- to three-man bands<br />
with a sufficient number of clients to sustain a<br />
healthy income for themselves and their families.<br />
Others have grown into larger local and regional<br />
companies. And with the entrance of consolidator<br />
companies into the market we are seeing a new<br />
trend towards a growing number of national<br />
companies, which further down the line, could see<br />
the first household financial planning brand names.<br />
With the recent pensions freedoms and other<br />
legislative changes creating greater complexity<br />
around pensions, tax and general financial<br />
planning, the conse<a title="BusinessAdviceforFinancialPlanningStart-ups page 1" href="http://viewer.zmags.com/publication/8030bcaf?page=1"> Business advice for financial planni</a>
<a title="BusinessAdviceforFinancialPlanningStart-ups page 2" href="http://viewer.zmags.com/publication/8030bcaf?page=2"> Thinking of starting your own financial planning </a>
<a title="BusinessAdviceforFinancialPlanningStart-ups page 3" href="http://viewer.zmags.com/publication/8030bcaf?page=3"> 1. The Business Plan As with all new businesses, </a>
<a title="BusinessAdviceforFinancialPlanningStart-ups page 4" href="http://viewer.zmags.com/publication/8030bcaf?page=4"> Diane Weitz, Ashlea Financial Planning </a>
<a title="BusinessAdviceforFinancialPlanningStart-ups page 5" href="http://viewer.zmags.com/publication/8030bcaf?page=5"> 2. Define Your Client Much like every other indus</a>
<a title="BusinessAdviceforFinancialPlanningStart-ups page 6" href="http://viewer.zmags.com/publication/8030bcaf?page=6"> Smith agrees with this sentiment: “Being a genera</a>
<a title="BusinessAdviceforFinancialPlanningStart-ups page 7" href="http://viewer.zmags.com/publication/8030bcaf?page=7"> owner, you need to consider the cost of your prem</a>
<a title="BusinessAdviceforFinancialPlanningStart-ups page 8" href="http://viewer.zmags.com/publication/8030bcaf?page=8"> contributions. I would also advise embracing tech</a>
<a title="BusinessAdviceforFinancialPlanningStart-ups page 9" href="http://viewer.zmags.com/publication/8030bcaf?page=9"> makes a successful business and look to emulate c</a>