Financial Advisor vs Financial Planner vs Wealth Manager - Is There a Difference?

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Day in the Life of a Financial Advisor - A PEEK 👀 Behind the Scenes

Certified Financial Planner Career - What Does a CFP Do

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Instagram: @DomHendersonSr
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[DominiqueHendersonCFP]

If you're a newer advisor and need help with sales, join my free community by clicking the channel banner

[TheKmmart]

this content is absolutely brilliant. I am about to graduate from UCLA's CFP program w honors this Fall and there are so many questions I still have. No doubt I will be watching all of these videos. You have a big fan here.

[thomasknight]

In most states insurance sales individuals may not refer to themselves as planners.

[kevinh]

Whats the difference between portfolio manager and CFP?

Do portfolio managers have to worry about finding new clients? Or they just deal with investments all day

[pascalperriet]

Great content and great video, Dom! Keep it up!

[TheYAProblem]

What if you want to help “advise” individuals with budgeting their income? What licensing would be required? Are the Series 7 and Series 66 still required even if you’re not selling securities?

[heinekenxgaming]

Hi sir, I have a question. why wealth management is an investment advisory service? hope you'll reply thank you

[DominiqueHendersonCFP]

What other titles for financial professional have you heard?

[ddoon]

Do you know about Chartered wealth manager (cwm) program?

[briannamccullough]

Hello, I have a question that I haven't found in your videos. What is the title for someone who can help advise on the current small business loan offered by the government and help you decide whether refinancing a mortgage at this time is "worth it"? Thank you so much for your content! I follow your channel bc other finance gurus approach finance from a "Sales" point of view and I like that your channel is dense with information! It really shows how much time you invest in your channel.

[shoppinmal]

I have a degree but it’s in psychology but I love the financial field. Is there a way to get in the field without obtaining more debt for another degree?

[akava]

Can. You go from a data analyst to. Cfp? I have a degree in biochemistry is their a way for me to get into this industry.

[montanaloukowski]

Hey Dominique great video, I just finished watching this video, and I don't think this is a career for me anymore I thought if I went to college to get my undergraduates to get my Ph.D. in finance and economics I will be making more than 6 figures starting off

[caitlynmc]

If my desired college isn’t on the Cfb board registered programs, but has a finance degree program that can be obtained, will I be able to sit for the exam??

[vapeking]

My father made a lot of money on his own with the stock market however he did hire a financial advisor before he passed this year to help him setup a trust and everything so the wife would not get everything. Well now that he is passed Im not sure if I should continue to use this fee only advisor or just go it on my own. The advisor is choosing stocks well I should say his team several folks with about 15yrs experience each involved on this team. I considered just going all in s&p 500 etf instead of paying 1% fee of all the assets. He only deals with high wealth clients if that matters. 500k or more. What are your thoughts?

[mikyahalbena-yasharal]

How do you find a good professional in your city- looking for the Philadelphia area

[michaelpilgreen]

If I pass my series 7 and 66. What would be jobs available to me? And second question what would be the next career step after those for further management progression?

[susaneads]

sad no caption. I am deaf and would love to know what you are saying