Jan 22, 2015
At this point, I'm honored to get about an email a week from someone asking about how to get into the financial planning business. Sometimes, I get multiple emails in a day!
Here are four examples that I mention on the show today:
It's a great question and there are a bunch of ways to answer it. I decided for today to focus on the big picture answer which is primarily about having a good fit between your skills, your firm, your firm's abilities, and your prospective clients.
I might do another show on the actual steps needed to set up a firm if you want to do it independently.
In this show I go through:
Enjoy!
Joshua