Lack of awareness and understanding of the financial services career path is a barrier to recruiting women and the next generation of advisers.

Our team at The Advisor Center is well-versed in the benefits of a career as a financial adviser or planner. We are often surprised by the number of those outside the industry who are unaware of what this industry has to offer in terms of job satisfaction, flexibility, growth and earning potential.

Case in point: I recently spoke with three college seniors, two males and a female, from three top universities — Notre Dame, Indiana University and the University of Wisconsin. All three were finance majors.

Read full article here.

 

Share

Every financial adviser—whether practicing at a wirehouse, bank, RIA or as a sole proprietor—needs a personal brand.
Your personal brand should differentiate you in your firm or in the marketplace and position you as an expert.
“Finding my inner specialist is how I switched from ‘producing’ to ‘building’ my business,” Michelle Smith, co-founder and CEO of Source Financial Advisors, told an audience at a recent conference. “People Google for specialists. People refer others to specialists.”

Developing an authentic value proposition is worth the effort. Knowing your personal brand will focus your attention on the clients and activities that will help you grow your practice.
4 Ways Branding Will Help You Build Your Business

Read full article here

 

Share