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4 tips on surviving the first few years of business

Starting your own financial planning firm is exciting. But the first few years after your launch can be really challenging.

So what can you do to make sure your startup not only survives the early days ... but also thrives?

Here are four suggestions:

  1. Start with the right mindset – plan for success, not failure

  2. Tighten your purse strings – keep your fixed expenses to the bare minimum

  3. Invest in your personal growth – so you develop as a leader

  4. Know who your ideal client is – and market to them exclusively

Remember, you don’t get extra points for learning things the hard way. So getting advice from an experienced mentor can keep you on the right path to success.

Contact me at if you want to discuss my programs designed for aspiring financial planning business owners.

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