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40+-year-old career changer: best option for me?

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Oct 27, 2012 2:10 am

I am (still) looking to shift to financial planning as a 2nd career. I have always been interested in FP! Financially, I am well off, so the low starting salary is not a problem.

I would enjoy speaking with clients and setting-up financial plans; I am also a decent public speaker, so seminars are no problem.

Two things I would not want to do, however, are: 1. Door knocking. I do not care for it (so EJ is out. 2. Hitting-up current contacts/family for business. If they want to do business with me, great. I will not solicit at my club or at family reunions!

For those in the business, what do you suggest? Eventually, I will probably go solo.