How Young Financial Advisors Can Overcome These 3 Challenges. Every Young Advisor Needs To Hear This
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- čas přidán 25. 07. 2021
- If you're a young or new financial advisor, make sure you know how to overcome these 3 challenges you'll face.
If you can do that, you'll have a much easier time growing your business.
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Starting as a new advisor at a private firm in March at 25 years old. My advice, work at a mutual fund shop, I worked at Fidelity for a few years and it will get you licensed, working with clients (their advisors), and all the experience that comes with. I feel like it was a huge step that pushed me to the advisor role.
Could you do a video on the best routes into the profession? Operations vs selling straight away with insurance vs hybrid model of some clients provided straight away, some prospecting?
Thanks for the content! I would love an in depth look at how to work with CPAs and utilizing LinkedIn to our advantage as financial planners and advisors
Great video David. Good content and professional production.
Thanks so much!
Great video for new financial planners! Thank you Dave!
Glad it was helpful!
Thank you for this advice!! As for the accountant pitch, what is the best language to how we are going to help make their lives easier and be of service to them?
Excellent points and very realistic answers on some of the real challenges we face!
Thanks, Matt!
Thanks!
Absolutely, Michael.
Thanks for watching!
Great video. Thank you. I work for a big insurance company, and have found it very hard to have a social media presence due to so much regulation. I was wondering if working for an independent firm may be another route to achieve that.
Thanks, Marcos. You're right. I've seen Independent firms do have more flexibility when it comes to using social.
Linkedin strategies would be great to see. Thanks for the content!
Coming soon! Thanks for commenting, Ethan.
Ethan, Here's a previous video on what's been working on LinkedIn: czcams.com/video/nd2Ch-E3190/video.html