7 Things I Wish I Knew Before Becoming a Financial Advisor

[@shaunleo22]

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]

Right! Lol

[@aadilbassa]

Last 2 mins was the best - Superior returns guaranteed !

[@straighttalks-ajsrmek323]

Haha always.

[@ians8533]

The last bit was top class 😂👌

[@slushere]

“Extremely humble and the smartest person I Know” 😂

[@ansshanand]

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

[@straighttalks-ajsrmek323]

It so true and 100% real!

[@centralhoustonhomeschoolco1260]

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

[@bruce3244]

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

[@bashirauwal5825]

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]

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

[@bashirauwal5825]

@@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]

@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]

@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]

Any way to reach Rachel?

[@jaso31]

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!

[@forzaauctionhousetips8640]

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

[@ferpolveroka]

Going back to college to be a financial advisor. I’ve always been into finance and investing. I struggled with bipolar since the age of 18. I’ve become stable and my parents are gonna give me a hand by staying with them to finish my associates. I have 31 units done. Investing has always been my passion and I can’t wait to get back into college in January! Thanks for this video!

[@straighttalks-ajsrmek323]

Best of luck, thanks for watching!

[@dhelmassociates]

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.

[@MrGanganagar]

Loved the presentation and the last leg was hilarious- about ladies ------!!

[@dittocloud720]

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

[@TexasFitInvestor]

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

[@lowicote]

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

[@sangwonkim9298]

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]

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

[@paytonjutte2437]

This is a great video man! Thanks for sharing

[@cathyhennessey9018]

Thank you for the talk. LOVE the humor.

[@straighttalks-ajsrmek323]

Happy to do it. Thanks for watching!

[@markramos7245]

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. 😅

[@joelsbaseball]

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]

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

[@DJWM93]

This is actually very accurate.

[@baodo7905]

CFA Level 1: Results are coming out this Thursday !

[@straighttalks-ajsrmek323]

Can't wait

[@searchbug]

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]

Mostly just referrals from existing clients.

[@searchbug]

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

[@Lazaven]

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

[@Nubdub47]

Really good video learned a lot thank you!

[@straighttalks-ajsrmek323]

Thanks for watching!!!

[@puckratos9583]

The end caught me off guard 😂😂😂

[@cookingcreativitytravel3551]

😂lol you and I both.

[@itsallgoodbaybe4342]

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

[@Jameswilliams-yr6xg]

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

[@Xpass2008X]

How did you build your book?

[@Iadyven0m]

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

[@straighttalks-ajsrmek323]

LOL

[@FittingIsntIt]

I've got some money and would like to Invest in stock market or some advise.

[@kingamplify8904]

The last one😂😂😂

[@LifeWithKarisha]

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

[@EternalGrace07]

Number seven is hilarious!

[@neeljoshi3553]

GOAT VID

[@thomaschinyani4847]

very useful and warning noted

[@lewisdillard5324]

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

[@straighttalks-ajsrmek323]

Oh true i think you are right.

[@trammelllindstrom5225]

Great ending 😂😂

[@Rita-23]

Great video............☺️😃😆

[@straighttalks-ajsrmek323]

Thanks!

[@dorinisbaldera6392]

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]

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

[@cb_too_cold]

Lmfao 🤣 the end was hilarious

[@Jomomma336]

Do you sell a lot of life insurance?

[@straighttalks-ajsrmek323]

A few policies per year on average.

[@Jomomma336]

@@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]

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

[@sergiohuanango6525]

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

[@therealfrost]

Last bit earned a sub lmaoo

[@straighttalks-ajsrmek323]

LOL thanks.

[@DillonHendren]

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

[@straighttalks-ajsrmek323]

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

[@DillonHendren]

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

[@DillonHendren]

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]

@@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.

[@mahirhussain1734]

I thought the last 2mins was serious for a second

[@straighttalks-ajsrmek323]

LOL

[@marylee570]

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

[@LeahClerk]

Why not invest your own salary

[@straighttalks-ajsrmek323]

Yes, do that too.

[@L3HMANNN]

I wish I had seen this video before 2019! 😅

[@straighttalks-ajsrmek323]

LOL hopefully nothing bad has coming from not seeing it!!

[@yorkzhong]

last point, are you serious?

[@straighttalks-ajsrmek323]

Nope

[@lucasrife]

What I got out of this video. If you want a large quantity of women: become a financial advisor 😂

[@straighttalks-ajsrmek323]

LOL

[@zoflopanayya83]

Dude was tripping in the last two minutes

[@straighttalks-ajsrmek323]

LOL

[@Ilovetosell-hw7bb]

As a woman will the men throw themselves at you? 😭

[@straighttalks-ajsrmek323]

Oh most definitely. But only finance bros.

[@whatthefud]

I never sweat. Lol. Wtf

[@Yogaflame911]

Without knowing anything, I feel like these are pretty obvious. If you didn't know these before becoming an FA, I feel bad for your clients

[@RobertBeedle]

Not a fan of your lighting.