#howtobeafinancialadvisor #financialadvisor #financialplanner
How to be a financial advisor in South Africa in 5 simple steps.
Submit Your CV Here: andisiwe.hanabe89@gmail.com
Listen to the story of 2 financial advisors as they share their journey and advice for new financial advisors or those interested in entering the financial planning profession. These financial planners reveal everything you need to know on how to become a financial advisor in South Africa.
We also speak to a development manager who is responsible for hiring financial advisors who are new to the industry. She shares valuable tips for new financial advisors on how to succeed in this demanding yet highly rewarding career and how to get yourself noticed by financial institutions in order to get hired.
Timestamps:
00:00 - Intro
00:50 - Yondela takes us through his journey of what led him to become a Financial Advisor
03:54 - Yondela shares what he believes got him hired as a Financial Advisor
05:43 - Yondela shares what he would advise his younger self to better prepare for a career in Financial Planning
08:11 - Mihlali takes us through her journey of what led her to a career in Financial Planning
12:05 - Mihlali shares tips on the best way to prepare for a career as a Financial Advisor
14:05 - Mihlali shares what she believes landed her the job of Financial Advisor
15:30 - Yondela shares experiences of his first 3 months in the role of Financial Advisor
17:05 - Yondela shares the biggest adjustment that he had to make as a Financial Advisor
19:00 - Mihlali shares her experiences in the first 3 month of being a Financial Advisor
22:17 - Yondela explains how a Financial Advisor gets paid
25:16 - Mihlali shares her perspective on the remuneration of a Financial Advisor
26:30 - Mihlali shares her tips on what it takes to make it as a Financial Advisor
28:51 - Mihlali shares her biggest paycheck she's earned so far
30:22 - Yondela shares his tips on what it takes to make it as a Financial Advisor
33:04 - Interview with Andisiwe Hanabe (Development Manager)
33:33 - Andisiwe explains her role as Development Manager
35:18 - Andisiwe shares the biggest misconception that people have about the role of a Financial Advisor
39:03 - Andisiwe explains the difference between those Financial Advisors who make it and those who don't.
42:22 - What are the practical steps to becoming a Financial Advisor?
43:21 - What does it mean to "network" in the context of a Financial Advisor?
47:25 - What is the biggest adjustment that those who are new to the industry have to make in order to succeed?
49:46 - Andisiwe explains how Financial Advisors are perceived vs what they actually do
51:45 - Is this a good time to consider a career as a Financial Advisor?
54:51 - How has the use of technology changed the way Financial Advisors do their work?
57:14 - Andisiwe explains what a new Financial Advisor realistically can expect to earn?
59:04 - Andisiwe explains the remuneration model of Financial Advisors.
1:01:42 - Where and how do I apply to be a Financial Advisor?
1:02:38 - What will make your CV get noticed?
1:04:06 - How long will it take to get an interview and potentially get appointed as a Financial Advisor?
1:05:17 - What may disqualify you from becoming a Financial Advisor?
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Song: Inspire
Music: www.bensound.com
License Type: Free License
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DISCLAIMER
I am not a financial advisor. The content in this KZfaq channel is only for educational purposes and should not be taken for financial advice. You and only you are responsible for your financial decisions and must therefore conduct your own research and seek the advice of a licensed financial advisor if necessary.
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