I’m thinking about the idea of retiring before 50 and working the remainder of my life as a financial advisor with my own book of clients. Any advice from experienced financial advisors would be appreciated.
Question #1: Does it even make sense to look at part-time financial advisor shops like Edward Jones/Raymond James, etc?
Question #2: What’s the best designation for a financial advisor? Is a CFP or ChFC sufficient or should I go with a CPA to be more comprehensive?
Question #3: If you’re an experienced advisor; how did you generate/grow your book of clients?
This is longer term thinking but I do want to get started on working towards a designation next year.