New Investment Advisor, Year One

In this enlightening episode of The Complete Advisor, host Dennis Mattern sits down with Gracie Gann, a top-tier insurance agent who made the leap to become an investment advisor. Gracie, an Investment Advisor Representative at Advantage Retirement Services, Inc., shares her journey through the first year of transitioning from a highly successful insurance career to mastering the financial advising landscape.
Tune in to hear Gracie discuss her motivation for obtaining her Series 65 license, the challenges she faced, and the lessons she learned along the way. Whether you’re a seasoned advisor, contemplating the Series 65, or in your early years as a financial advisor, this episode is packed with invaluable insights.
Gracie also delves into her experience integrating new services into an established practice, the importance of finding the right study materials, and the practical steps she took to balance studying, client meetings, and managing a business. Her candid recounting of the highs and lows, and her determination to excel, makes this a must-listen for anyone in the financial advisory field.
Discover how Gracie’s background in interior design unexpectedly equipped her with skills for her new role, and learn about the strategies she used to communicate complex financial concepts to clients. This episode not only offers a peek into the professional growth of an advisor but also provides actionable advice for enhancing your practice.
Don’t miss this inspiring and educational conversation. Subscribe, follow, and stay updated with The Complete Advisor for more episodes aimed at making you a better advisor through real stories and practical advice from industry professionals like Gracie Gann.
Join us for "A Year in the Life: From Insurance Agent to Investment Advisor" and be part of Gracie’s journey towards creating a more robust and diversified financial advisory practice. Listen now!
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