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'Sup Y'all

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advisingissexy View Drop Down
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Joined: Jul/21/2014
Location: United States
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    Posted: Jul/21/2014 at 3:37pm
Hey there, I'm a personal finance writer who's making a move over to actual financial advising. I'm not licensed yet, but I'm working through the exam material as we speak. Matter of fact, I took a break from studying to register here. There's a ton of value in forums like this that simply can not be found in a book, so I'm excited to see what you guys can teach me.
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Buckeye View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Buckeye Quote  Post ReplyReply Direct Link To This Post Posted: Jul/21/2014 at 4:13pm
Welcome. Are you indy or wirehouse?
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Spaceman Spiff View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Spaceman Spiff Quote  Post ReplyReply Direct Link To This Post Posted: Jul/21/2014 at 4:35pm
Is this kind of like the teacher leaving academia for the real world?  You know what they say about those who teach?  Or maybe it's those who can't do? 
Either way, welcome to our side of the industry. 
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MichaelBurton View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote MichaelBurton Quote  Post ReplyReply Direct Link To This Post Posted: Jul/21/2014 at 7:44pm
welcome.  what sort of things do you write?  in what places have you been published?
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Jul/22/2014 at 11:20am
Holy shit.  A few years ago, I hired a financial writer (who had published a few books) as an advisor.  He was worthless from a business development point of view and zeroing in on client need was not even his week suit. 

Good luck.  Please do better than him.
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sangom3 View Drop Down
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Joined: Jan/11/2014
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Post Options Post Options   Thanks (0) Thanks(0)   Quote sangom3 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/30/2014 at 4:14pm
good luck on the exams 
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