Within the next 8-12 months I am separating from the Air Force and going into the Financial Planner industry. I am highly interested in working for a small RIA as a "Fee" only planner in the Denver/Boulder/Golden areas of Colorado. Any advice regarding the first couple of years in the industry is appreciated. If anyone has any connections in the industry in the Denver metro area that would be very helpful.
I am currently on course 3 of my 6 courses for my CFP certificate.
Thank you
Answers
Read the book, aspirational investor, it will tune to making investing a tool for your clients dreams, https://www.goodreads.com/book/show/23215449-the-aspirational-investor
See old posts & approach top advisors like https://twitter.com/PeterMallouk
Hi Caitlin,
Thank you for the response. I will utilize that function to narrow it down.
Chad
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