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I designed a potential financial planning practice structure a year or so ago. It has been my backup plan if Radical Personal Finance were unable to be financially productive. (It\'s probably still a backup of a backup.)

In light of the Episode 139: "My Advice for People Interested In Getting Into Financial Planning," I decided to follow up with some specific ideas for a practice I considered creating.

Here are my ideas.\\xa0

The show includes a discussion of:

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• The problem of providing planning for middle-income households
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• The idea of a planning model for a monthly fee
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• How to align advisor and client incentives
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• The benefits of a virtual financial planning meeting
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• The importance of having a clear marketing plan for your practice
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• Ideas for building trust
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• The importance of demonstrating expertise
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• The importance of a niche market focus
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• Limitations on income with this model
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Enjoy the show!

Links:

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• XY Planning Network
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