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Author Topic: Seeking Advice on OLd Style Advisory Firm  (Read 1368 times)

agalloway

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Seeking Advice on OLd Style Advisory Firm
« on: February 20, 2024, 10:05:53 PM »
Hey everyone,

I'm currently exploring the idea of starting an advisory firm with a unique twist - incorporating elements of humor and a light-hearted approach to financial advice. I'm calling it LOLd Style Advisory Western Hills Partners. I believe that blending financial expertise with a touch of humor could make financial planning more approachable and engaging for clients.

I'd love to hear from those in the financial industry or anyone with experience in advisory firms. What are your thoughts on this concept? Do you think there's a market for a LOLd Style Advisory firm? Any tips or considerations I should keep in mind as I pursue this idea?

Looking forward to your insights!
« Last Edit: February 20, 2024, 10:24:45 PM by agalloway »
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