Advice on where to start
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Feb 13, 2012 5:35 pm
Looking to make a career change into financial advising. I would welcome some advice on what kind of company to start with and some good steps to start. Below is some information on where I am at right now:
Ideally I would like to get into fee-based planning. I have a friend who has a $100M+ book of business (who lives in a different state) willing to mentor me. I own two businesses I have built on referrals that provide me with enough income to not need to make money right away. I do not currently have any licenses. I have a high-net worth network that I can start with to bring in business.Thanks in advance for your help and support!