If you have experience working in finance and customer service, then becoming a financial advisor may be the right career move for you. You need to know a few things about starting a financial advisor company.
Your business name should describe the company as a financial advisor, especially if you have plans to grow the business and add additional financial advisors.
Next, contact your secretary of state to get the necessary paperwork and documentation for business registration.
On the plus side, you don’t have to get a commercial office just yet. You could operate from your home or basement. Get yourself a desk, computer, internet service, and a business phone. A filing cabinet may also come in handy to hold your client and business files.
Establish connections with other product and service companies and ask them for marketing information. Then build a professional website listing the financial services you will be offering plus their benefits. To create credibility, consider adding a blog on which you can share valuable financial advice and tips.
Call us today, and we’ll guide you on how to become a financial advisor company.