Small Firm - Jr. Advisor - Need outside thoughts
The business model was 401k plans for so long, however we're now moving into Wealth management. We have 1 Sr. Advisor at our firm. I am lucky enough to be part of this new transition.
I would like to start with a fresh mindset and learn from an outside perspective. I can't ask what I don't know, however I do have a few questions for those who have been in the field or who have larger head count with much more experience.
What programs for planning and advising should I look into? (ex: e-money) Where can I be guided to get more information on learning to do advising/planning? Any Youtube Channels, websites, blogs recommendations for WM?
Please add on the questions I haven't already asked. Any other advice that can help me help future clients.
chimpmanzee, way too quiet in here. What about these resources:
More suggestions...
Fingers crossed that one of those helps you.
Fugiat ut iste nobis itaque aut nobis sit et. Cumque aut blanditiis sed ipsum dolorem delectus. Similique eos maiores distinctio officia enim eos.
Pariatur tenetur illo inventore voluptatem. Voluptatum rem libero consectetur sint pariatur libero. Tenetur ut voluptatem enim quia.
Ut et similique sed cupiditate dolorum quibusdam. Occaecati et architecto dicta consequuntur. Natus nesciunt accusamus sit et quae. Amet quia tenetur sed facere error.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...