If I Had to Launch My Planning Career Again, This Is Where I’d Start
Every young advisor eventually asks the same question:
Where should I start?
Broker dealer or RIA?
Big firm or small firm?
Join something established or build something from scratch?
In this episode, James answers a listener question that goes deeper than structure. It’s not just about whether RIAs are “better” than broker dealers. It’s about something far more practical: where will you get the reps, the mentorship, and the growth opportunities that actually shape you into a great advisor?
Drawing from his own early career — starting in operations, moving into paraplanning, and slowly earning…
The skinny
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