In the current economic climate, many self-employed financial specialists are seeking opportunities in large financial services companies. Not only do they offer the financial stability that isn’t guaranteed when working for yourself or a smaller company, but larger companies also offer an entire portfolio of products created to meet the financial needs of your clients.…

The idea of cold-calling prospective clients can leave many financial specialists like you feeling, well… cold. Or, it may leave you feeling anxious and discouraged. Building your financial planning business on your own may seem like the entrepreneurial dream, but there may be another way to climb the ladder of success without starting completely cold.