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True, planning for life and tax stuff does seem like a more distinctly helpful service. I have no connections in the financial advisory space, but in general I'
by scubakid 5y ago
True, planning for life and tax stuff does seem like a more distinctly helpful service. I have no connections in the financial advisory space, but in general I'd be open to discussing this kind of idea further.
- A4ET8a8uTh0 5y agoI do due to the nature of my work, but I do not feel as comfortable recommending anyone specific. Instead, I would suggest starting by focusing on fiduciary financial advisors ( https://money.usnews.com/investing/investing-101/articles/what-is-a-fiduciary-financial-advisor-a-guide-to-the-fiduciary-duty https://money.usnews.com/investing/investing-101/articles/wh... ), who have a legal duty to not recommend things that do not benefit their client. That alone may help with removing some of the unease of the referral.