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When Is The “Right” Time To Launch Yourself As A(n Independent) Financial Advisor?

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  • čas přidán 14. 08. 2024
  • An "#OfficeHours with Michael Kitces" Periscope, talking about how to know when it;s a good time to launch you own practice as an independent financial advisor. For further details, see: www.kitces.com...

Komentáře • 5

  • @PLaRue34
    @PLaRue34 Před 10 dny +1

    A designation to give you the foundation to be a great advisor/planner is the WMCP. The courses transfer over to your CFP education requirement also.
    Thanks, Michael. You always have amazing and coherent advice.

  • @SeecretWeapon
    @SeecretWeapon Před 2 lety +1

    You’re always going to be learning it the first time with your first clients

  • @SportfishingBoats
    @SportfishingBoats Před rokem

    Very insightful. Thank you.

  • @lisanguyen2397
    @lisanguyen2397 Před rokem

    Thank you. This is very informative and useful ❤

  • @kimstirling6166
    @kimstirling6166 Před rokem

    Really good advice, thank you!