{ "media_type": "text", "post_content": "What are your thoughts on leaving public as a tax manager to be a financial advisor?", "post_id": "60fb2a3a7e55e8002b5e0337", "reply_count": 4, "vote_count": 1, "bowl_id": "59eff9a569d52d00113392cc", "bowl_name": "Accounting Exit Opportunities" }

What are your thoughts on leaving public as a tax manager to be a financial advisor?

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Go for it! Tbh it’s probably a bit of a struggle the first few years learning the ropes and building your book (depending on the type of firm you join) but personally I love talking to people about the things they care about outside of your work, and if you can use any kinds of tax knowledge or what not to help people with their lifelong goals, I think that’s awesome. Plus after you do build your book, assuming you’re good at it you can make a really good living generally just managing existing relationships and taking referrals as they come.


Being a financial advisor sounds not fun to me.

Definitely we are all different and if you choose to pursue it I wish you well. I personally think most personal financial planners are thieves. They help provide a tiny bit of guidance on investment selection and toss some numbers into a spreadsheet and then they get a cut of the earnings on your savings. I find it dishonest. If you are not ripping people off and charging a fair fee (in my opinion) then it would be hard to make a comfortable living.

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