Here are five licenses that can help advisors offer a wide range of services: The first step toward becoming a financial advisor is to get a job at a firm that will sponsor you for your licenses.

If you’re interested, read our six steps on how to become a financial advisor. If you are looking to grow your financial advisory business once you become an advisor, check out SmartAsset’s ...

There's a lot of on-the-ground learning involved in becoming an independent financial advisor, but preparation can help minimize the stress and maximize the gratification. Steps to Become an ...

Building wealth to become a millionaire can appear unattainable ... it’s worth the money to work with a qualified financial advisor to come up with a personalized and workable retirement plan.

to help identify advisors who might meet their needs. Step 3: Confirm Fee Structures With Your Advisor Up Front and Ensure You Understand Exactly How They’re Being Paid There are a number of ...

The financial well-being of our loved ones is often an important ... There are eight recommendations I’d like to make to financial advisors: Step 1: It’s all about building relationships ...

If you're thinking about becoming a financial planner or are already set on it as a career choice, I'll walk you through how to make it happen: A financial advisor is a trained professional who ...

This is the step that many people skipped in their ... Choosing a niche is especially important as financial advisors are becoming commoditized. A niche will allow you to develop an expertise ...