7 Things I Wish I Knew Before Becoming a Financial Advisor
HTML-код
- Опубликовано: 30 май 2024
- 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
Please SUBSCRIBE for new videos every week! ▶ / @straighttalks-ajsrmek323
Let’s connect:
Twitter: / asrmek
LinkedIn: / aj-srmek-cfa%c2%ae-cfp...
Patreon: / straighttalks
TikTok: www.tiktok.com/@straighttalks...
Contact Email: StraightTalksBusiness@gmail.com
** 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**
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.
Right! Lol
Last 2 mins was the best - Superior returns guaranteed !
Haha always.
The last bit was top class 😂👌
Your bonus has me convinced. Going to become a Financial Advisor now.
It so true and 100% real!
I knowwww. Lol great video. I chuckled on having to swat off the swarming ladies but totally respect his loyalty to his wife. Kudos!
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!
Hi, I'm 43 working on my retirement funds too
What do you think is the best target for retirement?
@@John-ly8ky Personally I think 1m is the goal to overcome inflation and having them in an investment portfolio is a perfect plan. I'm halfway to my goal 😇
@Priest Lee yeah. Fees and commissions are factors to look at in search for financial advisers. There's financial experts out there who do not look at their fees but the impact and intrinsic value they bring along to you no matter how little you want to start. I'm glad I had one guide me start my financial journey
@Christabel I work with Rachel Blanc, her services are cost effective and very efficient.
I recommend her to anyone, anytime any day. she's really great
You can do your own due diligence
Any way to reach Rachel?
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!
Sooo great. Cracking up at the end. Very helpful video 👊🏽
I subscribed solely from the last point. Very nicely said!
The 'Best For Last' was hilarious! Nice video.
You almost always get me with that sense of humor of yours 😭
This is a great video man! Thanks for sharing
LOL the last one was hilarious! You are so cocky and confident. LOVE IT LOL
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.
Not the Gucci handbags 😂🤣 the end had me weak!! Good stuff! 😅
very useful and warning noted
Thank you for the talk. LOVE the humor.
Happy to do it. Thanks for watching!
Really good video learned a lot thank you!
Thanks for watching!!!
Amazing vid, I believe H&R Block offers a tax class that I plan on taking
Number seven is hilarious!
“Extremely humble and the smartest person I Know” 😂
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.
That a good goal, but you should never sacrifice health for work!
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?
Mostly just referrals from existing clients.
Oh I see, a genuine endorsement because of your great service! I wonder if you also do cold outreach?@@straighttalks-ajsrmek323
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.
Yes, yes, and yes! Taxes are so important. The CPA would be great to have.
What tax classes would you recommend, what institution offer these types of courses? Names of them
Great video............☺️😃😆
Thanks!
Wish I would have saw this before I got my 6, 63, 26, & 65
Last two minutes show how great he is at prolonged b.Sing lol
Great ending 😂😂
The end caught me off guard 😂😂😂
😂lol you and I both.
The last one😂😂😂
I did not expect that ending at all oh lord help me
LOL
Hello AJ,
are you currently still a financial advisor? Currently I work in operations at a broker dealer and I am about to pass the series 7. I would like to move forward my current position since it is more back office and customer service. Did you need any other qualifications besides licensing?
Yes i am, you just need the series 7 to start!
CFA Level 1: Results are coming out this Thursday !
Can't wait
Great stuff! I don’t think one needs to be licensed to file a tax return though
Oh true i think you are right.
Lmfao 🤣 the end was hilarious
Do you sell a lot of life insurance?
A few policies per year on average.
@@straighttalks-ajsrmek323 Thanks for the reply, love your videos man. I’m currently studying to take the LAH exam. Then it’s on the SIE and Series 7.
@@Jomomma336 Best of luck! And thanks for the support on the videos.
Is there a fear that AI will replace the CFP role in business? If not, why?
No. It might replace portfolio management, but it can't replace personal service. Part of the CFP role is a human connection.
@@straighttalks-ajsrmek323 understood! Thank you. How many hours is the industry average that you will work as a FA?
The reason I ask.. I’m seriously considering becoming a cfp but I also have a family that I want to make sure I spend time with. I’m concerned about the work life balance
@@DillonHendren If you get in with a good wealth management group you wont work more than 50 hours per week. Email me if you want to talk about a job.
I wish I had seen this video before 2019! 😅
LOL hopefully nothing bad has coming from not seeing it!!
like for loyalty
Thank you king.
hahaha, hilarious, yes you are right, good looking guy for female clients and beatiful women for male clients!
Dude was tripping in the last two minutes
LOL
last point, are you serious?
Nope
Without knowing anything, I feel like these are pretty obvious. If you didn't know these before becoming an FA, I feel bad for your clients
What I got out of this video. If you want a large quantity of women: become a financial advisor 😂
LOL
As a woman will the men throw themselves at you? 😭
Oh most definitely. But only finance bros.