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Exploring a New Place
An Ohio native, Libby Cherrington, a CFP and financial adviser with American Express Financial Advisors, blends her career and her love of South Carolina's natural beauty. While maintaining an office in Columbus, Ohio, she operates three weeks a month out of South Carolina as well. She built a good business working with high-net-worth clients on Hilton Head, Kiawah and Seabrook Islands.
Cherrington's experience indicates that upscale retirement communities present an opportunity for reps who would like to spend part of their time in such places. She cautions: "Find out about other advisers who are already there. Be careful not to step on anybody's toes. Then test the waters. If it works, don't just give a seminar and leave. Make a commitment. Be sure that you can consistently provide the service people need."
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