Financial Advisor Training Program - An Inside Perspective About Finding Your Place

Show Notes:

Many of you will come across a financial advisor training program (or two) as you are navigating this journey to becoming a financial professional.

In this video, I look at the perspective of Daniel Tesfaye and a young advisor that works in the Merrill Lynch Wealth Management channel.

We cover a variety of topics that will intrigue the aspiring financial professional when it comes to entering this industry.

Daniel and I covered a lot, including:

• Daniel's own money story
• What prompted the move from insurance advisor to financial advisor?
• Do feel that "culture" has a huge impact on your success as a financial professional?
• What does an advisor development program look like on the inside?
• Are you compensated during the program?
• What do most days look like for you now?
• What other professional aspirations do you have?
• What are your thoughts on spending the 1st 5 years learning the business vs. starting your own?

Thanks for listening, reading and watching.

Click here to connect with Daniel on LinkedIn.

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