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When someone expresses a desire to become a financial planner, whether transitioning from employment in the profession or entering from outside, a business plan is essential. The individual should outline goals for the first one, two, and three years, detailing their target client categories: A, B, and C clients. A clients are those with strong relationships and trust, while B and C clients represent different levels of engagement. This classification helps in strategizing and building a client base effectively, emphasizing the importance of advocacy and connection within the field.