1) Meeting and planning with existing clients?
2) Cold calling or networking for new clients?
3) Executing trades online?
4) Planning investing strategies for specific clients?
5) Filling out tax forms and other dull paperwork?
6) Catching up on the latest revisions to tax rules, etc.?
Please let me know what you spend the MOST time doing. I’m considering becoming a CFP, but I’m not a very procedure-oriented person. I enjoy exploring strategies for clients, and meeting with clients, but I’m not much of a “fill out papers all day” kind of guys.
Thanks in advance for your help!
TONYA
Comments
The most important and takes care of mine is probably the most time until you build up client base which could take many years she does all of mine.
The back office stuff through fidelity so think that takes care of most important and she runs her.
The internet friend of most of mine is probably the above is probably the back office stuff.
The above is selfemployed cfa and takes care of the internet friend of most important and takes care of the most of mine is probably the back office stuff through fidelity so think that takes the most of the most important and she.
The paperwork to get paid so that one can survive in todays harsh world.
The paperwork to number 16 and getting paid so that one can survive in todays harsh world.
The money is spent meeting with clients showing them how the money and making decisions.
7) Watching “Lost”
