What Does A Self-employed Financial Planner Spend Most Of His Time Doing? – Day Trading

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What Does A Self-employed Financial Planner Spend Most Of His Time Doing?

1) Meeting and planning with existing clients?

2) Cold calling or networking for new clients?

3) Executing trades online?

4) Planning investing strategies for specific clients?

5) Filling out tax forms and other dull paperwork?

6) Catching up on the latest revisions to tax rules, etc.?

Please let me know what you spend the MOST time doing. I'm considering becoming a CFP, but I'm not a very procedure-oriented person. I enjoy exploring strategies for clients, and meeting with clients, but I'm not much of a "fill out papers all day" kind of guys.

Thanks in advance for your help!

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7) Goofing off, surfing the internet.

A friend of mine is a self-employed CFA and she does all of the above. #2 is probably the most important and takes the most time until you build up a client base, which could take many years. She runs her stuff through Fidelity so I think that takes care of most of the back office stuff.

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Tags: internet, investing, online, paper, plan, rule, rules, strategies

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