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How to know if you’ve got what it takes to be a business owner

I’ve got two scary words for you.

Sales. Marketing.

When you’re a financial planner working for a firm, you can often get by doing little or no sales and marketing. That’s your employer’s problem.

But when you start your own financial planning business, sales and marketing become your problem.

Are you prepared to:

* Chase potential clients?

* Network with potential referral partners?

* Promote your business to your friends and family?

* Put yourself out there on social media?

* Accept rejection?

If the answer to those questions is ‘no’, it doesn’t make you a bad person, but it probably means you’re better suited to being an employee than an entrepreneur.

If the answer to those questions is ‘yes’, you’ve got what it takes to run a successful financial planning business.

Want to step up from employee to business owner? Contact me at if you want to discuss my programs designed for aspiring financial planning business owners.

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