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@hesmyrock The example of VZ is precisely what I have in mind. Perhaps with emphasis on the wealth advisory part first to build the said expertise and trust. You mention "the other thing" would be cheap. What did you mean by that?

@actuallyfun In my mind, the idea is to advise clients facing specific circumstances around significant life stages / decisions. Not pushing 3a life insurance. Sometimes, the answer is ETFs. Sometimes, a more tailored solution is needed.

Dear Swiss Redditors, I am reaching out to all the finance pros here. I'm pondering a career pivor into wealth management / financial planning as an independent advisor. For those of you already doing client advisory, how did you start? What do you need to do legally to become a financial...