June 24, 2020

Financial Advisory Services: A Career that Checks All the Boxes


Financial Advisory Services: A Career that Checks All the Boxes

When thinking of making a life change, you may find it helpful to create a list of your ideals. Whether on paper or in your head, you might list your must-haves, nice-to-haves and deal breakers. 

Before we even meet, I’ve started suggesting potential partners to my firm do the same. Then, after we talk, I suggest they revisit the list to see how many boxes we could check off.  

What I’ve learned in doing this exercise is that most of the candidates have similar checkboxes. They are often surprised to learn how well a career in financial advisory services meets their criteria.  See for yourself. 

  • In business for yourself, but not by yourself. Are you someone who wants to shape your destiny, but don’t feel like you have the time, patience, or inclination to start from scratch? Do you want to partner firm that provides office space, back-office support, marketing resources, technology, industry knowledge, specialized expertise, mentoring, etc.?  With a progressive financial service firm, autonomy and support aren’t mutually exclusive concepts. To succeed in today’s ever-evolving environment, you can and should have both.
  • Make a massive impact. Do you want to help others live their best lives? Do you get personal satisfaction when you play a role in helping to shape the course of someone’s destiny? The most successful financial professionals are those who are driven by a deep desire to help others.
  • Strike a work/life balance. Do you want a career where you can build a business, while also raising your family, engaging in hobbies, or giving back to the community? A financial professional is a “lifestyle career,” because it allows you to pursue all of your aspirations, yet be productive in growing your career outside traditional work hours.  
  • Contribute to a team that brings out the best in you. Do you enjoy working with like-minded professionals, sharing ideas, and collaborative problem-solving? When your firm values collaboration and has a culture where teamwork is encouraged, your professional game elevates. You operate more efficiently and effectively, and your clients get the best possible service. 
  • Create passive income. Are you looking to create a dependable stream of income in retirement? Are you willing to put in the effort today for more financial freedom in the future? Financial professionals earn commissions when clients act on certain product recommendations and earn residual income on renewals. 
  • Gain instant credibility.  Are you concerned that a career transition will mean starting over, and developing credibility over time? It’s entirely possible to align yourself with a firm that has name recognition and longstanding history of doing right by clients, giving you instant credibility. 
  • Have a clear path to success. Do you want to learn from those who have come before you, but also crave the freedom to do things your way? With the right firm, the path to your success will be clearly marked, and offer the support, tools, and resources needed to reach your goals.

While it may be a bold move to ask candidates to create an “ideal profession” checklist before meeting with, I have yet to be disappointed. People with the highest likelihood of success as an advisor typically check all these boxes and rarely have “must-have’s” that aren’t on this list.

If you would like to set up a time to talk about whether a career in financial services might be right to you, email Wendy@mywealthwisdom.com 

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