InsuranceCFP
New Member
- 2
Just found this great advice and have read through some of the posts already. I was hoping some of you experts could give me some advice.
A little about me:
I am looking to open up at Financial Advising practice and also sell life, health, and long term care insurance. I would also like to sell Med Supps.
In terms of cash flow, I have 110k saved up, and am 26 years old. I am single and can live off about 12k a year, so I have a great reserve built up.
As far as experience, I have worked 1 year for an independant insurance agency selling life, health, and a few med supps. No P&C experience. I also have worked as a broker in a call center environment for 2 years as a stockbroker and financial advisor.
Im hoping to open up an RIA and be a full service broker.
I am just in the beginning of my planning. I am hoping to open an office in Charleston, SC and am just beginning to research what steps I need to take.
For prospecting, I was thinking of door knocking. I am somewhat inexperienced when it comes to sales, but I do have a wide social network.
Going independant and having my own practice is my only consideration, and I refuse to work for anyone else. Also I am a quick learner who is eager to learn more.
Anyone have any advice on how/what I need to do before I can open my practice? Any advice on my plans would be much appreciated!
A little about me:
I am looking to open up at Financial Advising practice and also sell life, health, and long term care insurance. I would also like to sell Med Supps.
In terms of cash flow, I have 110k saved up, and am 26 years old. I am single and can live off about 12k a year, so I have a great reserve built up.
As far as experience, I have worked 1 year for an independant insurance agency selling life, health, and a few med supps. No P&C experience. I also have worked as a broker in a call center environment for 2 years as a stockbroker and financial advisor.
Im hoping to open up an RIA and be a full service broker.
I am just in the beginning of my planning. I am hoping to open an office in Charleston, SC and am just beginning to research what steps I need to take.
For prospecting, I was thinking of door knocking. I am somewhat inexperienced when it comes to sales, but I do have a wide social network.
Going independant and having my own practice is my only consideration, and I refuse to work for anyone else. Also I am a quick learner who is eager to learn more.
Anyone have any advice on how/what I need to do before I can open my practice? Any advice on my plans would be much appreciated!