FinanceCareer Change
#RI-6a23c507·8 months ago·
1
“Pursue financial advising without CFP”
What Actually Happened
Started offering fee-only advising services
What I wish I knew
"More about marketing and finding clients"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider getting certified for credibility"
Regret Index
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
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Finance Category
2,949
Finance decisions logged. Avg regret 4.9/10 across the category.
Same Outcome Band
15%
of Finance decisions land in the mixed band the same as this one.
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