Conversations for Financial Professionals

Financial Advisor Training Program - An Inside Perspective About Finding Your Place

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Show Notes:

Many of you will come across a financial advisor training program (or two) as you are navigating this journey to becoming a financial professional.

In this video, I look at the perspective of Daniel Tesfaye and a young advisor that works in the Merrill Lynch Wealth Management channel.

We cover a variety of topics that will intrigue the aspiring financial professional when it comes to entering this industry.

Daniel and I covered a lot, including:

  • Daniel's own money story
  • What prompted the move from insurance advisor to financial advisor?
  • Do feel that "culture" has a huge impact on your success as a financial professional?
  • What does an advisor development program look like on the inside?
  • Are you compensated during the program?
  • What do most days look like for you now?
  • What other professional aspirations do you have?
  • What are your thoughts on spending the 1st 5 years learning the business vs. starting your own?

    • Thanks for listening, reading and watching.

    Click here to connect with Daniel on LinkedIn.

    Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Conversations for Financial ProfessionalsBy Dominique Henderson, CFP®
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