Originally Posted by VagabondetteVA
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My first marketing campaign will go out to members of the financial services community - particularly to Independent Financial Advisers and the moving on to CPAs, EAs and other independent financial pros.
I'm a Financial Planner so I know the kinds of documents/reports they need to provide to clients - and how long it takes to prepare them. That'll be my first focus.
I won't need licensing for anything that I'll be doing
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I had thought about becoming a Para Planner and being certified through the College for Financial Planning. There is a definite demand in this area and with your knowledge and background, you will no doubt be able to ascertain the needs that they have.
When I was researching the industry, I surveyed a bunch of independent agents in the north east part of the US and the general consensus was that if an assistant had knowledge or previous experience int he industry, that was an added plus. They were not inclined to want to reinvent the wheel and provide fundamental training etc.