7 Things I Wish I Knew Before Becoming a Financial Advisor

Here are 7 things I wish I would have known before becoming a financial advisor!

0:00 - Intro
0:05 - Taxes
1:59 - Selling
3:45 - Stock market
5:03 - Psychology
7:09 - Making Decisions
9:10 - Big Responsibility
11:56 - THE BEST FOR LAST

If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all!

- AJ

Let’s connect:

*** The information in this video is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained in this video is for general information purposes only and does not replace a consultation with your financial or tax professional***

[shaunleo]

Awesome video! There’s a lot of misconceptions about this career path. Nothing worse than a family member asking what’s the best stock to buy right now lol.

[aadilbassa]

Last 2 mins was the best - Superior returns guaranteed !

[ansshanand]

Your bonus has me convinced. Going to become a Financial Advisor now.

[jaso]

Love the talks my friend! 6 was my favorite, but 7 definitely holds a special place in my heart, haha! Thanks for the continued candor!

[TexasFitInvestor]

Sooo great. Cracking up at the end. Very helpful video 👊🏽

[bashirauwal]

Thanks for sharing awesome tips! I'm financially free and currently growing a solid retirement plan. It takes a positive and consistency to learn new things, unlearn the old habits Ms important to get a mentor/coach to lead you all the way. It's great to start young too!

[paytonjutte]

This is a great video man! Thanks for sharing

[forzaauctionhousetips]

The 'Best For Last' was hilarious! Nice video.

[LifeWithKarisha]

Not the Gucci handbags 😂🤣 the end had me weak!! Good stuff! 😅

[lowicote]

I subscribed solely from the last point. Very nicely said!

[bruce]

You almost always get me with that sense of humor of yours 😭

[dittocloud]

LOL the last one was hilarious! You are so cocky and confident. LOVE IT LOL

[dhelmassociates]

Lol the last two minutes.
I do tax prep now and it is seriously like being a therapist. Grateful I went through some shitty times to be able to help others going through it. And so glad I have tax knowledge! Thanks for the info.

[Nubdub]

Really good video learned a lot thank you!

[cathyhennessey]

Thank you for the talk. LOVE the humor.

[itsallgoodbaybe]

Amazing vid, I believe H&R Block offers a tax class that I plan on taking

[markramos]

I like the point about not knowing how to actually invest. That’s so true some of the most successful advisors I met in my career came from non financial backgrounds and didn’t really know much about the market other than real basics. Long story short I left the industry. 😅

[joelsbaseball]

Thanks you for this video, it was very helpful. Since you said tax is so important, I’m wondering you you think it’d be beneficial to be a CPA as well as a CFP. Would it increase the opportunities that are available? Would it increase the value I could bring to a client? I’m an undergraduate finance student wanting to be a financial advisor with the long term goal of eventually owning my own firm.

[sangwonkim]

New goal has been added onto the list.
Become a single, not married financial advisor.
The best for last got me hooked.
I am an accountant, so I think once I become a Chartered Accountant there may be a similar effect. I just need to hit up a gym and get some muscles until then.

The downside of being an accountant is unreasonable hours. I am literally on meds to try maintain the level of anxiety and prevent my nervous system from collapsing.

[searchbug]

To all financial advisors out there, we express our gratitude to all of you! Thanks Aj, we appreciate you sharing these 7 tips with us. My favorites are the last two. I'm just curious about where and how you create leads that attract more clients and prospects?