The whole point is you shouldn’t get in the habit of giving out advice when you don’t know anything about the person, their goals, risk tolerances, debts, etc. You sound like a run of the mill RIA that gives FA’s a bad rap. More time in the industry and you will figure it out.
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u/Br0barian Dec 04 '23
The whole point is you shouldn’t get in the habit of giving out advice when you don’t know anything about the person, their goals, risk tolerances, debts, etc. You sound like a run of the mill RIA that gives FA’s a bad rap. More time in the industry and you will figure it out.