Updated Friday, July 25, 2014 as of 4:16 AM ET
- Independent BDs
Advisor Reality Check: How Business Savvy Are You?
Friday, May 16, 2014
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SALT LAKE CITY -- Financial planners often get into the profession because they want to help clients achieve their dreams. That's great, says James Christie, president of Freedom Wealth Management in Basking Ridge, N.J. -- as long as new planners also realize that opening your own firm means running a business.

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