How Can CFP’s Beat the Big Guys?
Today, I want to talk to those of you Certified Financial Planners about what you can do to differentiate yourself from the so-called bigger firms. First of all, it may shock you to know that in most industries, BIG fears SMALL. It’s sounds counter-intuitive but if you operate a smaller office, in a local community, you have an enormous advantage. You are a name, and a face, and have a place of business in your community.