Career change to Financial Advisor

[KPO89]

My father is a CPA turned CFP (actually RIA). He has made a very decent living with his current client base. He wants to grow his client base over the 4 years then phase them over to me with him providing support in a semi-retirement role. I am currently unhappy with my position and would like to take a more entrepreneurial role away from corporate America. I have an interest in personal finance and finance in general but no real experience. I have spent the last 3 years out of my undergrad in IT government sales. I have been successful at it but don't care for where the career path leads too.

I understand there is a dogma surrounded by commissioned Financial Advisors who sell annuities but we intend to make a fee-based model creating growth for retirement planning.

Would any current Financial Advisor's care to comment on their experiences? Any advice?

 

[KPO89]

Come on someone has to have some opinions on Financial Advisers?

 

[SkinnyGoomba]

Is your father not your best resource in this regard? Sounds pretty awesome in my opinion to be handed the keys to a good portfolio of clients.

 

[VinnyMac]

Is your father not your best resource in this regard? Sounds pretty awesome in my opinion to be handed the keys to a good portfolio of clients.

I thought the same thing. That's why I didn't respond. Sometimes, common sense is the last thing that people use.

 

[KPO89]

I appreciate my father's opinion but always appreciate another POV. I guess it is not so much a common sense as a jumping from one career that is completely different than another and I was hoping to talk to someone who has made that jump from one career to financial advisor. For the first 2-3 years it would be like just being a financial adviser without the extra help.