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May 6, 2010 4:57 pm

In response to sports-freak bob:

Previosu to the CFP, I was transactional. Once I completed the program, I turned all my transactional clients into fee based, explaining the benefits, and then began to see more referrals from existing clients due to a comprehensive approach.

The CFP was a tool to leverage my business and develop my client base more effectively. I never marketed it per se, it just happened to increase my business. The CFP board does the marketing, I do the planning.