Kiplinger

3 Surprising Insights from a Former Financial Adviser

It's been more than a year since I've moved on from being a financial adviser to providing financial education. This transition has given me the benefit of both time and perspective, enabling me to take a fresh look at the financial advisory business.

There were a number of things that surprised me about the business that may also surprise investors.

1. It can be a challenge to provide financial planning services as a financial adviser.

This may seem

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