How To Be a Financial Advisor | Part 1 | Before You Get Started
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- Опубликовано: 16 окт 2018
- In part 1 of How To Be a Financial Advisor, we talk about what you need to know before you get started in the personal finance industry!
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Watch Parts 1-3 here: ruclips.net/video/-NoT9-LfpNU/видео.html
I want to be this profession so bad! It’s not even about the money for me, I truly want to help people with their finances!
It's all about selling the customer what they don't need to make you more money! If you can do that this job is for you!
@@artist1303 wow! Genius!
4 years down the line, how is it going?
Showing off in the Tesla while it drives itself. Love it! ;-)
VeShannah Lovelace I was about to say he’s the worst driver lol
Love it. Can't wait for this series. Thanks!
Wow, getting ready to start taking my CFP courses and I had no idea about the different business models. I definitely want to be fee only
Thank you for this. I’m in the process of changing careers from literary scholar to FA and man, it’s a hostile labor market! ✌️
I currently work as a loan reviewer for SoFi and my goal is to be a CFP. I look forward to this video. Ok on to watching it.
Looking forward to parts 2 and 3 guys. I am very interested in learning more about the profession.
Thanks for watching! Part 2 comes out tomorrow and Part 3 on Friday.
Hi
Enjoyed presentation
Thank you
Brian is wild driving without hands on the wheel!
What would be the top Five books you would recommend?
I am currently a financial planning major looking to graduate next Fall, I want to get my hands on as many resources as possible
Thank you!
I like the ask the money guy segment. Like the advice. Not extreme one-size-fits-all approach other financial people take.
Glad you like the series Alex! It lets us answer a lot of questions that don’t make it into the shows.
Fee only is essentially no different than paying commission. In both models, Advisors are incentivized to offer products with the highest fees.
False- we use a ton of low cost index funds. Fee-only also usually means fiduciary (for us it does) versus suitability. The real value comes with the financial and tax planning. If your situation is not complicated; enjoy our free content and resources. We are patient because success naturally creates complexity and we will leave the lights on. Thanks for the comment and for watching our content 👍
Hmmm. I feel like I've made allllllll the mistakes and I woke up one day sick of it and sick of my bad choices and as I learned better I wanted to share that with others... I wanna help others to better position themselves...
So glad I saw this before I took a company’s offer. Tricky and crooked. Very depressed now. I want to be an advisor but how do I do this the right way?
So do you guys think all commission based firms are terrible lol? If so, how am I supposed to get experience in the industry if 98% produce commission based advisors?
I am rather new to this industry, about a year in and working for Fidelity, but I want to work independently. I have been in mortgage for 20 years and I am great at sales..... I am just looking for more independence than fidelity has to offer. I've always been 1099d. What are some good companies to work with if you are interested in building your own business?
I want to be a financial advisor to advise myself and not buy their services at all. How do I legally become a financial advisor so I have the letters after my name, but no sales. I will keep my Data Engineer job.
Unlimited access to earning potential 😂😂flexibility in schedule and work place I’m in!!!!
Hey what do you guys think about automation in this field? Do you think the job of a financial advisor would get phased out soon?
Portfolio management has been turned into a commodity. This is the battlefield that the Robos, Vanguard, Fidelity, and Schwab occupy. That is only one component of a financial plan. “Real” Financial Planners that focus on all aspects of a clients financial life are not being threatened or replaced.
I want to be rich enough to own a car with perfect alignment.
Will you be covering education requirements?
Part two releases tomorrow and then part three on Friday. We don’t dive too deep into education requirements but we will talk about it some.
Getting a start in this career is seemingly impossible…been trying for years
Can an introvert make a good financial advisor?
Yes and a really good advisor if they are analytical and work at a firm that emphasizes fiduciary comprehensive financial advice and are not glorified sales associates. Unfortunately this is a very small portion of the financial industry.
I really appreciate your show. So please, please, please don't record shows on the road. That is the definition of distracted driving. It makes you a danger to yourselves and others.
I wish he let the guy talk, he did all the talking 🧐