Hey all, hopefully I’m not breaking any rules or asking too simple of a question.
How do I best use this forum?? I’m looking for guidance on how to market, write, blog & grow awareness for my unique financial planning practice.
I’m built to help & serve others so in exchange for helping me, I’d like to offer myself as a resource to anyone.
I’ve been in the finance and insurance industry for 11 years. I’ve worked for a large (top down) financial planning firm with their own proprietary products.
I’ve been independent for the last 5 years. During those 5 years I’ve moved broker dealers and dropped my brokerage affiliation.
So I have unique experiences with many many aspects of the financial industry.
I have done extensive research on:
Insurance industry costs & fees
Life insurance, disability & long term care plans
Socially responsible investing
Home Equity Conversion Mortgages
& lots of other nerdy financial stuff
If anyone wants any inside tips or info on the finance or insurance industry, please feel free to use me as a resource. I consider myself objective with the hope of inspiring change in the finance industry.
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