More Posts
Any one work with SF at Spotify?
Became a unicorn in this bowl. Best day ever. 🏳️🌈
What s normally a signing bonus at KPMG?
Additional Posts in Financial Advisors
What 529 plans are you using and why?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
FA1, I would be interested in your experiences related to this. WM, I would argue that since many won’t end up trusting you because of all the salespeople masquerading as “Advisors”, I would suggest that you get involved in your community in non finance related activities. From there you will be able to transition to asset management skills once you build trust with the organization
I offer free meetings to those struggling financially in the community and give th some tips
FA1 - how do you market this? Is it a standing offer or do you choose a Saturday and have these meetings lined up? I like your idea. I assume you are independent
Walk the walk. Donate 10% of your revenue to local charities. Make it known this is your objective. I have a buddy who is a lawyer that does this and his business boomed after a year of advertising this.