Updated Thursday, December 18, 2014 as of 10:28 AM ET

Small Biz, Big Thinking

Financial planners know a thing or two about being an entrepreneur. Whether they are solo practitioners, work at a small firm or are part of a large corporation, they know first-hand about hustling for business. And those who are on their own or run a small RIA practice have no doubt spent countless hours doing tasks - picking an office, choosing vendors, hiring assistants, etc. - that have nothing to do with being a CFP.

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