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Entry Level Financial Advisor Career Path How To Become a Financial Advisor

What is the entry level financial advisor career path like?

Have you ever wondered what being a financial advisor "day in the life" would be like?

In this video, I'll explain the paths on how to become a financial advisor.

This is a question I get all the time and I want to cover the 4 basic paths today.
Hi! I’m Dominique Henderson and I’m your Certified Financial Planner™ on YouTube.
I’m on a mission to help coach the next generation of financial professionals.

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0:00 - Brief history of entrance into the industry

3:20 - There are differences between each channel. They are the bank (or wirehouse/captive), broker-dealer, independents (or registered investment advisors) and hybrids.

6:00 - There is a different standard in those channels—it is the suitability standard or the fiduciary standard.

8:58 - Why you may choose either has totally to do with you and what you believe. Can you serve the client's best interest using either standard? What you would do for your parents should be what you do for clients.
Although entering the industry via the broker-dealer route is ultimately a lower bar and easier, is it the best route to go for you?

What are your thoughts?

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⚡ WHO IS DOMINIQUE -
Hi! I’m Dominique Henderson.

I'm a wealth advisor to families, a mentor to career changers, and a consultant to financial advisors. I’m on a mission to help shape the next generation of financial advice.
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⚡ WHAT IS JUMPSTART -
The Jumpstart Community for Financial Professionals is the 1st international community built for the nex-gen financial professional! Want to learn more, check us out: https://jumpstart.mn.co/

⚡ SUPPORT JUMPSTART TV-
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⚡ CONNECT WITH ME ON SOCIAL -
TEXT ME: 214-544-9226
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© 2019 DJH Capital Management, LLC.
Hosted By: Dominique J. Henderson, Sr., CFP®

Видео Entry Level Financial Advisor Career Path How To Become a Financial Advisor канала Dominique Henderson
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Информация о видео
4 сентября 2019 г. 19:30:00
00:11:21
Яндекс.Метрика