From the course: Financial Planning and Wealth Management Fundamentals
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What makes the career path attractive
From the course: Financial Planning and Wealth Management Fundamentals
What makes the career path attractive
So, what makes this career path attractive? Why become an advisor anyway? With all of that said, being a tenured advisor is a very desirable position to be in for a number of reasons. Once the business is established, trust has been built with clients, the advisor has set up efficient processes, and has hired the right people to support the practice, financial planners and wealth managers can earn a very generous living while maintaining a very healthy work-life balance. After all, advisors are their own bosses. If they know that their practice is in capable hands, they'll be able to take some time to meet that new prospect over lunch, take that large client out golfing, or even just pick up the kids from school. The idea of ownership of a book of business is another major plus for this industry. Financial planning and wealth management is really the only part of financial services where an individual can build a book over the course of their career and then actually sell that book to…
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