I've always found the financial advisor model interesting

Not throwing any shade, but wondering how that works for you (as a business) if you're helping ordinary folks.

(just realised that I read that as 'average' and read that across to average earners and wondered whether they'd have enough to invest after you take a (fair) slice?)

Are you getting a fair number of recent retirees, (with lump sums etc)? Or is it mainly middle earners with a bit of extra income?

With the Internet (and now AI) and endless "advice" available for free, are you finding that people are coming to you pretty clued up, or all at sea from the acres of nonsense being peddled online?

An ex of mine did this stuff for one of the big firms, but I could never chat to her about it, cos she was exasperated at my threshold of how arsed I could be (my time, in the main, I valued more than the pissing about at the small end of the scale).

Posted By: Cardiff Canary, Jun 24, 11:58:33