Considering making the switch to wealth management. Does anyone have any experience in this industry? I have an opportunity to join a team at Morgan Stanley in a growing southern metropolitan city. I’d learn for a couple of years and then sit for the CFP, then build a book of business. Any insights?

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Posting as :
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Those exams aren't easy

Exam is the easy part. Building a book of business is whole another ball game. Very low success rate in this profession
.

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