MORE TO EXPLORE
Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
Media & Resources
Your first thought is: "Yes, otherwise, they will think I'm a phony." You are wrong. If that were the case, only art history majors would join art museums and people with low handicaps would join golf clubs. You know that's not the case! As long as you have a sincere interest or an open mind and a desire to learn, you should find the atmosphere welcoming. In the gallery above are four examples of organizations that closely fit the four criteria described above, two where the positives outweigh the negatives, and three that attract wealthy prospects but have major drawbacks. You don't need to do them all! Find a few that are a good match for you. --- Related on ThinkAdvisor:
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