Financial Advisor Career - What They DON'T Tell You

Financial Advisors
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
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Music
Star Sky - Simon Groß
Subway Dreams- Dan Henig

#financialadvisortips #streamlinemypractice #dayinthelifeofacfp

[anthonium.]

Great video. I'm actually still within my first year as an advisor and the first months I thought I made a mistake. The level of stress and learning curve is very big but with time that anxiety has been decreasing despite the challenges still being present. There is a very rewarding feeling when a client understands your value, and even moreso when they are thankful. It is a challenging career particularly through these very volatile markets.

[BillCuthbertson-lj]

Thanks for doing this! I’ve been in the industry for almost 20 years, and became a servicing advisor in 2007. I’ve always worn multiple hats in the firm I’ve worked for. Started focusing on the advisor role toward the end of 2019, and got my CFP® earlier this year. Communication is definitely the key and something I need to get better at!

[AndrewMayInvestmentAdvisor]

Happy to have found your channel, subscribed!

[lolololo]

Thank you for the video. As someone who aspire to become a financial advisor, this is incredibly helpful.
Apart from the high stress part your list sounds like all "pros" to me ;)
I'm glad I recently discovered your channel, keep it up 👍🏿

[pavalos]

Great video, would love to meet with you since I know you’re in Chicago just like myself. I’m a student graduating next spring and my goal is to be a financial advisor. Hoping to connect, thank you!

[dpol]

Do any other advisors have any pros/ cons of being an advisor ?