(WINTER 2010)

An elective course in the Certificate Program in Personal Financial Planning.
Once you thought that if you were a good technical planner, serviced your client’s needs then your business would thrive - pain free. Have you ever felt that you are not working on your business; the business is working on you? Gain an insider's grasp of what it takes and how to avoid the pitfalls you might encounter along the way. Break through the entrepreneurial trap by using lessons learned from Michael Gerber's book "The E Myth." You'll begin by exploring the personal, professional and business requirements of growing your own business from a practical, not theoretical, real life level. Then you'll get into specifics, such as a results tracking business plan; fee vs. commission compensation; office operational costs; leveraging trade relationships; defining your personal brand; marketing and lead conversion strategies; creating a consistent quality experience for your client base; creating a virtual office with computers and the web; protecting against litigation; and building equity in your business. This course is a must for those at the helm who want to build a successful financial planning business. Early registration recommended. Last refund date is Jan 20, 2010.

Marc Spiegel, M.S.(TAX), CFP, is with the AIG Advisor Group. He has over 20 years experience helping retirees, business owners, and families reduce income and estate taxes. Prior to developing his own practice, he held positions at the Washington D.C. office of Touche Ross and the L.A. office of Price Waterhouse.