Does a Financial Advisor always have to start in business by approaching his/her natural market?

Article ID: 193

Last updated: 20 Nov, 2019

Absolutely not! In fact, for most Financial Advisors getting started in their natural market is other poor people. This ridiculous advice is why the failure rate for new Financial Advosors is so high. It’s exactly the advice I got in 1985 when I started as a 26 year-old rookie. Thank goodness I ignored it. The result was that I developed for myself what has evolved into Values Based Financial Planning™. The genesis of Values Based Financial Planning™ was survival for me so I could get wealthy clients to switch from their long-time relationships with their Financial Advisors to a much better professional experience with me. It worked for me then and it will work for you now, but you have to actually do what we teach you to do without modifications.

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