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Financial Advising

Imagine you’re a financial advisor. You may think it’s all numbers and analysis, but writing and communicating information in a clear and concise fashion is a large part of this career. It takes a lot for people to trust you with their finances, and to remember everything you’ve said. That's why the first step for many financial advisors is  to write a proposal. This gives advisors an opportunity to leave their prospective clients with a comprehensive document detailing their plan. In order for their ideas to be communicated clearly, advisors need to have stellar writing skills. You will also need to write financial plans for clients, and market yourself to get work. Check out these 12 tips on surviving your first year as a financial advisor (and keep track of all the ones that involve writing!)

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