My sister did the whole northwestern mutual financial advisor after college. She did her best to Hot The Day The Teacher Retired From Work Class Of 2020 Back To School Shirt grind it out and I told her it was bogus and she gave up after a year. Pushing short term disability and life insurance on someone who is trying to invest money seems like a shady way of handling their finances. Great write up though! It is, I completely agree. I was trying to insinuate it wasn’t ethical. Insurance is… somewhat important, but you want an expert, not someone who knows next to nothing about the policies they sell Thanks.
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I’ve been thinking about this since I started watching Ozark and Marty makes financial advising look awesome (minus the cartel and criminal element) because he’s a Hot The Day The Teacher Retired From Work Class Of 2020 Back To School Shirt master of accounting and tax code and operates a holdings company- neither of which have anything to do with the actual position most will find themselves in. Great post. I run my own RIA and most don’t understand that for the first 10 years you are in sales.
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Great vocation, I love what I do but also haven’t stopped grinding for 14 years, and frankly, I probably have another 14 in front of me before I can take my foot off the gas. Great hours and all of Hot The Day The Teacher Retired From Work Class Of 2020 Back To School Shirt that but it’s hard.RIA the entire way, it’s the way the world is going. Selling annuities and “products” in general is over. It’s about fee-only, no conflicts of interest. Wirehouses don’t invest in you they invest in numbers. Most wash out but those that don’t make it profitable for wirehouses. Find a firm that will invest in you and wants to invest in you.
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