How to succeed as an independent retirement-plan adviser

02/18/2013 | AdvisorOne

Independent retirement-plan advisers who succeed share three traits, Liz Davidson writes: They create clear plans with one-, three- and five-year horizons and an overarching vision for the decade; they plan ahead for clients; and they understand that expenses need to stay low while investments in things that give their firm a competitive edge should be robust.

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