Doesn't seem very professional.
I would approach it like any other club. While playing, the members will no doubt ask you what you do. Have a simple, non threatening "elevator speech" ready and let them follow up with you....
Know the options calcs.
For me the hardest parts were investments and retirement. Lots of nuances that you need to study.
That said, I studied my ass off and passed.
Good luck. It's really the best title...
Allocation Master is a good model to use.
Ask any prospective employer for a copy of a "real" financial plan they give clients.
That will show you if they're a FP firm or just a sales outfit.
There are many wonderful products out there for the pure RIA. Less hassles.
You have to ask yourself, what advantages would having a B/D bring you?
The key is consistency on the seminars. I've done them for years on a regular basis and they do work.
Why would someone give you money for only 3 yrs in the biz?
New FINRA rules keep it on the record for ten years. Whether you win or lose.
Sad but true.