Any Financial Planners out there?

[89comp]

Anyone here a Financial Planner (sorry guys, you do-it-yourself(ers)) dont count...

I'm asking b/c I've been offered a job as one and I'm trying to get an insider's view of the work.

i'd love to hear your opinions of the work.

thanks.

[Commodore]

89comp, you remember Brandon here in TN? He's one. He'd answer some questions for ya. But if you call in the afternoons, you'll have a better chance of getting him when he's not busy. Pm for # if you want it.

BTW got yo message, sorry I was on the lake. Got Austin ready for me to visit yet?

[89comp]

haugy-
PM me his # if you would. That'd be great.
I've got a slot on the 4th in a boat that is headed to Devil's Cove. Sounds like your type of hangout..

I think southwest is running some specials right now between BNA and ATX...

[chavez]

89comp, long, hard hours. Life in the beginning is tough, and most don't survive.

Go in with a kick-ass attitude, don't be afraid of asking for money, and keep your nose clean.

The first few years can be brutal. If you can survive those, the job is extremely rewarding and can provide a great income. It is also a job that one can do well into their retirement years, without strain or burden, so long as the mind stays sharp.

Best of luck to you.

PS: if, after your licensing fun is over, you are offered to challenge designations at the company's expense, I suggest you do so. CFP or ChFC is a great start, and if you have the aptitude, the CFA is an excellent program. I am going to be working on my CFP or ChFC in the very near future, even though I am not the planner.

[89comp]

chavez,
thanks man...

the numbers I have been given are:

25% stay in the first 90 days (industry)
75% stay for the firm I've been talking to

[chavez]

89comp, heh, yeah sounds about right. It really helps if they give a (forgiveable) draw against future commissions. Pretty hard to stick with it if you have no income...

[89comp]

chavez, they do have a forgiveable draws.