Getting Started as a Financial Planner!!!

Getting Started as a Financial Planner!!!

Welcome to today's "Heart of the Matter" YouTube LIVE Stream on "Getting Started as a Financial Planner." Have you ever thought about getting in the wealth management business? Dreamed of being a "stock broker" or other financial specialist? What about "What is a Financial Advisor?" Well, if so, we have a treat for you today. Today's guest is Juan Ros of Lamia Financial Group.

His links are here:

E-mail: jros@lamiafinancial.com
Instagram: @rosboss

Juan discusses with us his background -- tell some stories about how he got in the financial planning business and estate planning. He talks about the road to becoming a Certified Financial Planner -- cfp exam -- fpsc -- his successes and the hiccups he experienced along the way.

Juan also gives us his easy-to-follow steps on how to get started as a financial planner. What do you do? Cold-calls? Networking? You will learn the secrets to becoming wealthy as a financial professional.

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Видео Getting Started as a Financial Planner!!! канала Ian Corzine