Hit The Ground Running When Launching Your Financial Advisory Firm

Published in Investor's Business Daily, January 1, 2017


"When I started my firm at age 30 in 1981, I remember the incredible excitement that came with every single new client," said Rob Clarfeld, a certified financial planner in Tarrytown, N.Y. "It was a very emotional time in my life, learning about fear and learning to deal with anxiety and realizing that your success is totally a function of yourself."

Today, Clarfeld's firm manages more than $5 billion in assets. But 35 years ago, Clarfeld based his every move on building a viable business. He even gave up skiing because he didn't want an injury to derail his momentum.


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