become an advice-only financial planner 3

https://mill-wiki.win/index.php/How_to_Start_Advice-Only_RIA:_A_Step-by-Step_Guide_for_Fee-Only_Advisors

I switched from selling products to becoming an advice-only financial planner, which means I charge a flat fee for my time and expertise, not commissions. It’s liberating to recommend the best strategy for a client’s retirement or tax situation without worrying about pushing a specific investment or insurance policy. Instead of selling annuities or mutual funds, I create comprehensive financial plans that prioritize transparency and trust. My clients appreciate that my only loyalty is to their…