advice-only practice management 6

https://yenkee-wiki.win/index.php/How_to_Become_an_Advice-Only_Financial_Planner:_A_Practical_Guide

Advice-only practice management means I focus purely on offering guidance without handling investments or ongoing portfolio work. Clients pay for my time and expertise, not for assets under management, which keeps our conversations clear and unconflicted. It's a straightforward way to work with people who just want a second opinion or a personalized plan without committing to a long-term management relationship.