I offer financial planning, and advise them how to reallocate their funds to help meet their goals. I maintain existing clients, bring in new clients, listen to our market calls and get up to date with any changes across all investment portfolios.
The average client for a FA is 70 years old. Have you ever worked with a typical 70 year old? I cannot even fathom the idea of them getting and implementing investment advice/financial planning from a LLM lol.
How do u advise people? Like what’s a day to day like?
I offer financial planning, and advise them how to reallocate their funds to help meet their goals. I maintain existing clients, bring in new clients, listen to our market calls and get up to date with any changes across all investment portfolios.
How do u bring in new clients?
Online referrals, existing clients, and seminars
Damn! That 50% California tax!
Presumably moving to a lower tax jurisdiction is something OP advises
What broker are you with?
Robinhood
its still crazy how people need financial advisors in 2025 when when VOO exists, target date funds exist, LLMs can answer all questions etc
the power of psychology or something, who knows
The average client for a FA is 70 years old. Have you ever worked with a typical 70 year old? I cannot even fathom the idea of them getting and implementing investment advice/financial planning from a LLM lol.