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  • To actual financial advisors / planners...?

    In terms of a career in financial planning, I like helping people, and I am good with numbers, I don't even have a problem "selling" like explaining things to people so they understand why a certaini product or strategy is better...

    My question is, are there any positions out there that you don't have to go out and cold call and what not to find your own clients? I like the planning part, but not the finding new clients part.

    2 AnswersFinancial Services1 decade ago