Wanted to get some opinions on what you feel are some of the best aspects, techniques or experiences you’ve had with personal finance. I decided to make this post after reading another thread in here about peoples experience with financial advisors that sounded a bit disappointing . I’m not entirely sure of what other financial advisor firms do but I am currently studying for my CFP and am aiming to launch and RIA late 2021 and wanted to get some feed back on the best ways to add value.
What are some of your favorite parts of your personal finance. It doesn’t necessarily have to be things that you have done with a financial planner.
You can check my comment below for a summary of the list of things I came up with after reaching out to other financial planners in the community but I wanted to get the broad perspective of the reddit community here.
Submitted October 31, 2020 at 11:05PM by starrdev5 https://ift.tt/3kLQAqf
