CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA

CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA

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The career of a financial planner is always in demand and can be very rewarding. However, there are many things you need to know before making the switch. In this episode, Stephen Schiestel, CFA and I discuss the evolution of the financial planning profession and what it will take for tomorrow's financial professional to be successful. So if you want to know what tools the financial professional of the future will need to possess, understand how to best develop those tools during their career, and know how to avoid the traps and mistakes that keep people from being successful so you can position themselves for success in financial planning, tune in now!

In this episode, you'll discover:
🎙️Stephen's story and origin in financial planning
🎙️The 3 things it will take for tomorrow's financial professional to be successful
🎙️Is it ever too late to begin a career in financial services
🎙️How are you going start the job as sales or something else?
🎙️Placing 80% of students in independent jobs...
🎙️How best to overcome obstacles that are faced by aspiring financial professionals
🎙️In your own words, what does the phrase "financial planning profession" mean to you?

⚡ VIDEO RECOMMENDATIONS⚡
If you like this video, then you'll love these top 4 suggestions:
• How To Become a Financial Advisor - ULTIMATE Career Path Guide (75K+ views) https://youtu.be/1f4MEt0NzoA
• Day in the Life of a Financial Advisor - A PEEK 👀 Behind the Scenes (65K+ views)- https://youtu.be/7Jc547Qf7-o
• Certified Financial Planner Career - What Does a CFP Do (32K+ views)- https://youtu.be/BxUzeEbByfo
• How To Start Your Own Investment Firm and Become an Independent Financial Advisor (32K+ views) - https://youtu.be/dE2OWKFSrIc

⚡ CHECK OUT THESE PLAYLISTS⚡
Everything You Should Know About...Being a Financial Advisor:
https://www.youtube.com/playlist?list=PLsmA3G2nZT9Ka3oot5PXVI7CmAuxB1Eeu

Everything You Should Know About...the CFP exam
https://www.youtube.com/playlist?list=PLsmA3G2nZT9KdFYi4dn1bSCB4flX9O1Ku

Everything You Should Know About...Interviewing for a Job
https://www.youtube.com/playlist?list=PLsmA3G2nZT9KQZ0o1UAdPTwcbjaH7lMkc

Everything You Should Know From...Industry Insiders
https://www.youtube.com/playlist?list=PLsmA3G2nZT9L1IoVEadEckZ0w-MVv-Q48

⚡ BUY MY EBOOK⚡
If you're a career changer or aspiring financial professional and want to learn more about this industry, purchase my ebook by clicking here: https://linktr.ee/domhendersonsr

⚡JOIN THE LINKEDIN GROUP⚡
If you have questions about financial services careers, join us on LinkedIn to you can network and find answers. "Everything You Need to Know About a Career in Financial Services": https://www.linkedin.com/groups/14148243/

⚡FAQ⚡
Who is Dominique? https://domhendersonsr.com/
Can I donate to the channel? Leave me a SuperThanks
How do I join the mailing list? https://www.jumpstartcoachinglab.com/newsletter

⚡ CONNECT WITH ME ON SOCIAL⚡
Instagram | Twitter | TikTok: @DomHendersonSr
LinkedIn: https://www.linkedin.com/in/domhendersonsr/
Facebook Biz Page: https://www.facebook.com/dominiquehendersonsr

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Thank you for watching - you are the best and I love you for it!😊
All the best,
Dom


Did you miss our previous article...
https://wealthvideos.club/Financial-Planning/my-3year-600000000-farm-plan