TaxMan2020 wrote:Are you wanting to actually sell the securities/annuities or just be able to advise what they should do?
At this point just advise what they should do.
I get the feeling that a lot of my client's financial advisors just tell them their take on the market, perhaps what percentage of bonds they should have etc... but don't really get very big picture.
For instance, in my opinion to make good investment decisions before you do anything else you should be taking a good look at the clients tax return. And, I don't think that is happening much, at least for my clients.
I get clients asking me for advice, so I feel like there is a pretty good opportunity to bill for tax planning/financial planning type services.