Rockefeller Group Business Centers Blog

Why Financial Planners are More Successful in An Office Space

Posted by Danielle Moran on Jan 23, 2015 12:27:00 PM

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Financial planners can be successful when moving out of a larger corporation and on their own, starting your own financial planning business. Unlike other work from home opportunities, however, you can’t substantially grow a financial planning office without your own office space.

It is remarkable how an impressive office environment can really transform the way your clients perceive you and your business. Once you have a few clients on the books, you will want an inviting office to welcome, impress and win over that next big client. You should lease independent office space with, at minimum, an office and meeting room. 

A good first impression is the key to winning over, and keeping, more clients. The first impression when walking in to your financial planning office can be nearly impossible to reverse or undo, making it tremendously important. Your first impression sets the tone for the respect you receive, and relationship you nurture in the future.

When a client, prospect, or employee enters your office, you will not only want to impress them, you will want to be able to welcome them in and give them your undivided attention. If your budget can not yet support such an impressive environment for your financial planning office, you may want to look into renting a serviced, furnished office.

Another great benefit of renting space in an office building for your financial planning office is all the networking opportunities. You just can’t network as much without surrounding yourself with other professionals. Some office buildings even offer shared break rooms and common areas, perfect for networking.

Besides impressing clients and networking amongst your financial planning office, if you lease independent office space you can also keep the stress of your business there, at the office. This helps keep both your business and family life more stable.

While working from home is very nice, and has become more popular lately, if you want your business to be as successful as possible, you should consider renting the proper space for your financial planning business. 

Topics: Financial Planning


Rockefeller Group Business Centers is built on the innovation and experience that distinguish our parent company, The Rockefeller Group International, Inc. More than 80 years ago, The Rockefeller Group developed the legendary Rockefeller Center complex and now manages Rockefeller Center’s west side properties as well as other high-profile real estate holdings across the United States. 

In keeping with The Rockefeller Group tradition of excellence, Rockefeller Group Business Centers provides stunning, fully-serviced office space, executive suites, virtual office plans and meeting rooms in Class A buildings throughout New York City.




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