 But it’s still tough to put out the newsletters, tweets and blog. As a solo act, it all falls on your plate unless you leverage marketing from other companies."Tom Fredrickson, CFP and founder, Fredrickson Financial Planning |
Summary: Leaving a financial advisory firm to strike out on one’s own may sound alluring, no bosses micromanaging, no useless meetings eating up time and no corporate constraints on the advice given to clients.
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