To succeed in the financial advisory industry is in itself a formidable task. It is important that you get off on the right foot, to have a reasonable chance to last the journey. To start with, ask yourself: have you selected the right financial advisory platform or firm for you?
Assuming that you already decided that this is the right career path for yourself, there are 5 key things you need to look at when choosing what financial advisory firm you are going to join. The 5 key things are:
I thoroughly enjoyed this entertaining and insightful slideshow about six important Career Lessons by Dan Pink author of The Last Career Guide You’ll Ever Need
1. There is no plan. Try as you might, it’s usually not possible to chart an exact plan. But there is a way…
2. Think Strengths, Not Weakness. <much like Gallup Management Journal’s concept of working on strengths not weakness. See the book StrengthsFinder 2.0: A New and Upgraded Edition of the Online Test from Gallup’s Now, Discover Your Strengths
3. It’s not about you, it’s about helping others, as Napolean Hill said “It is literally true that you can succeed best and quickest by helping others to succeed.” – Think and Grow Rich: Revised and Updated for the 21st Century
4. Persistence trumps Talent. As the saying goes:”Your Attitude determines your Altitude.”
5. Make Excellent Mistakes. “There are no failures, just experiences and your reaction to them.” Tom Krause Touching Hearts, Teaching Greatness
6. Leave an imprint.
Do enjoy and leave some comments.
Globalization and the Information Revolution is rapidly changing economies all over the world. What is the lasting impact on a career in Financial Advisory?
Three significant changes have a lasting impact on how Financial Planning will be conducted in the future.
“All roads do not lead to Rome.”
Being a Financial Adviser is not the be all and end all, in fact there are different routes in the Financial Advisory Business. What you eventually take depends on what you want out of life, your talent and passion.
Are you someone who really enjoys the challenge of “climbing the corporate ladder”? Are you someone who wants to be the person in charge, make your own decisions? Do you feel you have leadership qualities inside you? These questions need to be answered before you can really decide whether you are better suited to the Financial Adviser Career, as a Practitioner or Financial Services Manager or go along the Corporate path.
