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A financial advisor will have some kind of training. If it’s not through an academic program, it’s from apprenticing at a financial advisory firm. People at a firm who are still learning the ropes are often called associates or they’re part of the administrative staff.
Financial planning, on the other hand, often involves the creation of a financial plan or blueprint for your finances. It…
A financial advisor will have some kind of training. If it’s not through an academic program, it’s from apprenticing at…
Many advisors come from other fields. Accountants and estate planning lawyers can become such trusted advisors that clients ask them…