7 Things I Wish I Knew Before Becoming a Financial Advisor

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Күн бұрын

Here are 7 things I wish I would have known before becoming a financial advisor!
0:00 - Intro
0:05 - Taxes
1:59 - Selling
3:45 - Stock market
5:03 - Psychology
7:09 - Making Decisions
9:10 - Big Responsibility
11:56 - THE BEST FOR LAST
If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all!
- AJ
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** The information in this video is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained in this video is for general information purposes only and does not replace a consultation with your financial or tax professional**

Пікірлер: 83

@shaunleo22 2 жыл бұрын

Awesome video! There’s a lot of misconceptions about this career path. Nothing worse than a family member asking what’s the best stock to buy right now lol.

@straighttalks-ajsrmek323 2 жыл бұрын

Right! Lol

@aadilbassa 2 жыл бұрын

Last 2 mins was the best - Superior returns guaranteed !

@straighttalks-ajsrmek323 2 жыл бұрын

Haha always.

@ansshanand 2 жыл бұрын

Your bonus has me convinced. Going to become a Financial Advisor now.

@straighttalks-ajsrmek323 2 жыл бұрын

It so true and 100% real!

@centralhoustonhomeschoolco1260 Жыл бұрын

I knowwww. Lol great video. I chuckled on having to swat off the swarming ladies but totally respect his loyalty to his wife. Kudos!

@ians8533 2 жыл бұрын

The last bit was top class 😂👌

@bashirauwal5825 2 жыл бұрын

Thanks for sharing awesome tips! I'm financially free and currently growing a solid retirement plan. It takes a positive and consistency to learn new things, unlearn the old habits Ms important to get a mentor/coach to lead you all the way. It's great to start young too!

@John-ly8ky Жыл бұрын

Hi, I'm 43 working on my retirement funds too What do you think is the best target for retirement?

@bashirauwal5825 Жыл бұрын

@@John-ly8ky Personally I think 1m is the goal to overcome inflation and having them in an investment portfolio is a perfect plan. I'm halfway to my goal 😇

@bashirauwal5825 Жыл бұрын

@Priest Lee yeah. Fees and commissions are factors to look at in search for financial advisers. There's financial experts out there who do not look at their fees but the impact and intrinsic value they bring along to you no matter how little you want to start. I'm glad I had one guide me start my financial journey

@bashirauwal5825 Жыл бұрын

@Christabel I work with Rachel Blanc, her services are cost effective and very efficient. I recommend her to anyone, anytime any day. she's really great You can do your own due diligence

@John-ly8ky Жыл бұрын

Any way to reach Rachel?

@jaso31 Жыл бұрын

Love the talks my friend! 6 was my favorite, but 7 definitely holds a special place in my heart, haha! Thanks for the continued candor!

@bruce3244 2 жыл бұрын

You almost always get me with that sense of humor of yours 😭

@TexasFitInvestor 4 ай бұрын

Sooo great. Cracking up at the end. Very helpful video 👊🏽

@forzaauctionhousetips8640 Жыл бұрын

The 'Best For Last' was hilarious! Nice video.

@sangwonkim9298 Жыл бұрын

New goal has been added onto the list. Become a single, not married financial advisor. The best for last got me hooked. I am an accountant, so I think once I become a Chartered Accountant there may be a similar effect. I just need to hit up a gym and get some muscles until then. The downside of being an accountant is unreasonable hours. I am literally on meds to try maintain the level of anxiety and prevent my nervous system from collapsing.

@straighttalks-ajsrmek323 Жыл бұрын

That a good goal, but you should never sacrifice health for work!

@LifeWithKarisha 7 ай бұрын

Not the Gucci handbags 😂🤣 the end had me weak!! Good stuff! 😅

@dhelmassociates 4 ай бұрын

Lol the last two minutes. I do tax prep now and it is seriously like being a therapist. Grateful I went through some shitty times to be able to help others going through it. And so glad I have tax knowledge! Thanks for the info.

@lowicote Жыл бұрын

I subscribed solely from the last point. Very nicely said!

@dittocloud720 6 ай бұрын

LOL the last one was hilarious! You are so cocky and confident. LOVE IT LOL

@slushere 6 ай бұрын

“Extremely humble and the smartest person I Know” 😂

@markramos7245 Ай бұрын

I like the point about not knowing how to actually invest. That’s so true some of the most successful advisors I met in my career came from non financial backgrounds and didn’t really know much about the market other than real basics. Long story short I left the industry. 😅

@cathyhennessey9018 6 ай бұрын

Thank you for the talk. LOVE the humor.

@straighttalks-ajsrmek323 6 ай бұрын

Happy to do it. Thanks for watching!

@paytonjutte2437 Жыл бұрын

This is a great video man! Thanks for sharing

@joelsbaseball 2 жыл бұрын

Thanks you for this video, it was very helpful. Since you said tax is so important, I’m wondering you you think it’d be beneficial to be a CPA as well as a CFP. Would it increase the opportunities that are available? Would it increase the value I could bring to a client? I’m an undergraduate finance student wanting to be a financial advisor with the long term goal of eventually owning my own firm.

@straighttalks-ajsrmek323 2 жыл бұрын

Yes, yes, and yes! Taxes are so important. The CPA would be great to have.

@NubdubCrypto Жыл бұрын

Really good video learned a lot thank you!

@straighttalks-ajsrmek323 Жыл бұрын

Thanks for watching!!!

@searchbug 11 ай бұрын

To all financial advisors out there, we express our gratitude to all of you! Thanks Aj, we appreciate you sharing these 7 tips with us. My favorites are the last two. I'm just curious about where and how you create leads that attract more clients and prospects?

@straighttalks-ajsrmek323 11 ай бұрын

Mostly just referrals from existing clients.

@searchbug 11 ай бұрын

Oh I see, a genuine endorsement because of your great service! I wonder if you also do cold outreach?@@straighttalks-ajsrmek323

@thomaschinyani4847 4 ай бұрын

very useful and warning noted

@Lazaven Жыл бұрын

Wish I would have saw this before I got my 6, 63, 26, & 65

@kingamplify8904 2 жыл бұрын

The last one😂😂😂

@puckratos9583 Жыл бұрын

The end caught me off guard 😂😂😂

@cookingcreativitytravel3551 11 ай бұрын

😂lol you and I both.

@baodo7905 2 жыл бұрын

CFA Level 1: Results are coming out this Thursday !

@straighttalks-ajsrmek323 2 жыл бұрын

Can't wait

@Jameswilliams-yr6xg Жыл бұрын

What tax classes would you recommend, what institution offer these types of courses? Names of them

@Iadyven0m Жыл бұрын

I did not expect that ending at all oh lord help me

@straighttalks-ajsrmek323 Жыл бұрын

LOL

@EternalGrace07 8 ай бұрын

Number seven is hilarious!

@itsallgoodbaybe4342 2 жыл бұрын

Amazing vid, I believe H&R Block offers a tax class that I plan on taking

@sergiohuanango6525 2 ай бұрын

Last two minutes show how great he is at prolonged b.Sing lol

@trammelllindstrom5225 2 жыл бұрын

Great ending 😂😂

@lewisdillard5324 6 ай бұрын

Great stuff! I don’t think one needs to be licensed to file a tax return though

@straighttalks-ajsrmek323 6 ай бұрын

Oh true i think you are right.

@DillonHendren Жыл бұрын

Is there a fear that AI will replace the CFP role in business? If not, why?

@straighttalks-ajsrmek323 Жыл бұрын

No. It might replace portfolio management, but it can't replace personal service. Part of the CFP role is a human connection.

@DillonHendren Жыл бұрын

@@straighttalks-ajsrmek323 understood! Thank you. How many hours is the industry average that you will work as a FA?

@DillonHendren Жыл бұрын

The reason I ask.. I’m seriously considering becoming a cfp but I also have a family that I want to make sure I spend time with. I’m concerned about the work life balance

@straighttalks-ajsrmek323 Жыл бұрын

@@DillonHendren If you get in with a good wealth management group you wont work more than 50 hours per week. Email me if you want to talk about a job.

@cb_too_cold Жыл бұрын

Lmfao 🤣 the end was hilarious

@therealfrost 2 ай бұрын

Last bit earned a sub lmaoo

@straighttalks-ajsrmek323 2 ай бұрын

LOL thanks.

@dorinisbaldera6392 Жыл бұрын

Hello AJ, are you currently still a financial advisor? Currently I work in operations at a broker dealer and I am about to pass the series 7. I would like to move forward my current position since it is more back office and customer service. Did you need any other qualifications besides licensing?

@straighttalks-ajsrmek323 Жыл бұрын

Yes i am, you just need the series 7 to start!

@Rita-23 Жыл бұрын

Great video............☺️😃😆

@straighttalks-ajsrmek323 Жыл бұрын

Thanks!

@marylee570 2 жыл бұрын

hahaha, hilarious, yes you are right, good looking guy for female clients and beatiful women for male clients!

@Jomomma336 2 жыл бұрын

Do you sell a lot of life insurance?

@straighttalks-ajsrmek323 2 жыл бұрын

A few policies per year on average.

@Jomomma336 2 жыл бұрын

@@straighttalks-ajsrmek323 Thanks for the reply, love your videos man. I’m currently studying to take the LAH exam. Then it’s on the SIE and Series 7.

@straighttalks-ajsrmek323 2 жыл бұрын

@@Jomomma336 Best of luck! And thanks for the support on the videos.