She’s obviously a pro. There’s a big difference between a CFP and a “financial advisor”
@AssaduddinOwaisi Жыл бұрын
After over 25 years of work experience she is able to make just 150000 . That’s too low. She deserves much more
@SweetAkorn Жыл бұрын
you deserve your worth is this type of field maybe she is not hat good or does not have much expertise.
@SweetAkorn Жыл бұрын
that*
@k11yle Жыл бұрын
If she helps clients with “budgeting” then she’s def dealing with small money
@rudipell90 Жыл бұрын
”Deserves"? Money comes with competency in her role.
@k11yle Жыл бұрын
@@rudipell90 lmao that’s not how the world works. There’s tons of clowns making more money than they deserve lol
@ruben468910 ай бұрын
She has major experience and professional class all around! 🙏
@fackeyutub-emael65455 ай бұрын
Smile more brother, she was on the edge of wanting to leave. Looking into peoples eyes when you speak to them.
@geckosvanity16674 ай бұрын
This needs more likes, it's true
@Bizdeviz7 ай бұрын
This was externally insightful. Thank you for the excellent questions you asked.
@Tr3nchAn0n10 ай бұрын
CFP is the way to go. And emotions don’t help when you’re helping plan people’s finances. Being ethical and calculating does
@thetsanation86648 ай бұрын
No it all emotion and zero calculating. Try to apply for a financial advisor job and talk to people with logic, reasoning, and advance calculations. You’re gonna lose your job, and be delinquent on your mortgage.
@Tr3nchAn0n8 ай бұрын
@@thetsanation8664 been doing great so far.
@Sidious64607 ай бұрын
I don't agree, it's a lot about relationships and giving your client that sleep at night factor. You want to be able to tap into their biases, emotions, worries. It's a client facing business, it's about people not theory.
@Tr3nchAn0n7 ай бұрын
@@Sidious6460 and when people tapped emotions in 2022 and 2023 for tbills, munybonds and CDs and their clients complained about their returns compared to S&P nevermind had they gone into proper funds like Berkshire, their returns were small because emotions said minimize risk tolerance. whereas if you cut out the emotion and read the history tables, buying into equity assets when they went down would have created great returns when they normalized, such Royal Carribean holders saw +200% growth since buying the dips and holding through the last three years. You are hired for achieving their desired result, not letting them drive the boat with emotions. They already do that by themselves. You reassure them you understand the mandate then either teach them or do it yourself - remove the emotions. Hold the ship steady and get them there.
@pavankewlani63006 ай бұрын
Prospects don't pick the best financial advisors, they pick the best communicators who can ask good questions to know their clients' situation better and plan for them!
@dittocloud7207 ай бұрын
everyone is complaining about how much she makes but she seems to be satisfied with her role and income. Its her life if she enjoys the way it is, who are we to judge? not everyone wants to make millions, some people just love what they do.
@Techmind009Ай бұрын
ماشاءاللہ great experience ❤🇵🇰
@user-oz4vl8kc1o5 ай бұрын
I love this woman😍
@mmrgratitudes11 ай бұрын
150K base - I hope that’s what she means, because CFPs make much more than that
@hhkksau332910 ай бұрын
Do you know how much CFP generally make in total?
@jinfin22110 ай бұрын
I guess they'd be getting commission for products they recommend.
@cdawg35065 ай бұрын
People in the comments arent realizing that being a planner CFP, and building retirements and helping upper middle class folks is going to pay a lot less than being a wealth advisor/manager who could also be a CFP helping $10million + net worth clients. Not all financial “advisors” are the same
@averynmitchell2 ай бұрын
This is very insightful, thank you!
@treythompson79669 ай бұрын
Thank you! I'm studying now:)
@SteakFromJakeFarm77710 ай бұрын
Interviewer: “what do you do for a living?” Danielle: “squats and leg extensions.”
@sportingdirector16 ай бұрын
What
@spicynachodoritos8 ай бұрын
Kim Wexler?
@drivendreamcars2 ай бұрын
I was looking for this comment 😂
@jacobg49764 ай бұрын
Have my Series 7 & 66 but still working as a paraplanner/investment associate with about 2yrs of experience & still make under $60k. Would like to work on getting my CFP certification and hopefully get above $100k in the near future.
@thecroninagency3 ай бұрын
Recommend you worry less about titles and acronyms and more on selling and developing your sales skills
@davidminden9835Ай бұрын
What were some examples of your study notes, what was the format was it questions? Equations? I would love to know
@TheCoppergoat3 ай бұрын
Helps with confusing clients and making it sound complicated for them to understand and hand over their hard earned money to them.
@JonathanSantos-vv6ot9 ай бұрын
Rodrigo Góes é entrevistador no Canadá agora?
@Max-unswayed8 ай бұрын
I wish you sucess bro 🎉
@ppphair11 ай бұрын
her income, job experience, and licenses dont add up , she's clearly doing something wrong
@Talkwithtina80811 ай бұрын
Yes living in Canada
@jinfin22110 ай бұрын
@@Talkwithtina808bruh
@thetsanation86648 ай бұрын
1. She’s charging low fees 2. She only make commission 3. Her AUM is pretty low…meaning she barely has customers. When you managing non wealthy people money having a 1% fee is life and death to them. If you cold call someone and tell them your got all these cert and license it means nothing in the client head. They’re just gonna laugh at you and say no I’m. It interested or hey please don’t ever call me again.
@Mick_Unfiltered7 ай бұрын
$150k is likely her base salary excluding overtime, bonuses, options and if she’s in a firm as a partner she may be entitled to a share of the firms profits.
@kayflip223329 күн бұрын
@@Mick_Unfiltered You're just guessing. No one states just their base salary when giving their income, they state total compensation.
@kreativeforce5329 ай бұрын
kanucks banging in the bg. we know what they do for a living.
@SirDuck710 ай бұрын
“In this world” what has she been on another world
@kreativeforce5329 ай бұрын
the one where her truth comes from
@Ldashings8 ай бұрын
Thought she said that too but she actually said “role”
@Romio6663 ай бұрын
150 before or after tax ?
@kaza-shim9 ай бұрын
$150000 every year isn't that bad.
@thecroninagency3 ай бұрын
Yeah, not bad if it was 1994
@kayflip223329 күн бұрын
It's not much in Toronto. $400k is good - so like partner level.
@herbythechef7624 Жыл бұрын
The fist bump at the end though lol. The least you could do is shake hands with professionals. In my opinion.
@kayflip22333 ай бұрын
Nah, post covid. Fist bump is completely socially acceptable now.
@kayflip223329 күн бұрын
Nah, no handshakes post covid.
@SharpUchi9 ай бұрын
No bachelors needed?
@UuU1001.5 ай бұрын
Uhhhh maybe she’s married already. This is not a reality show, go watch that on your tv, if you want.
@SharpUchi5 ай бұрын
@@UuU1001. Bachelor’s degree. Looks like you watch too much.
@gloomsdoom6494 ай бұрын
Not if working independent, firm probably yes
@i12345698765411 ай бұрын
How do I become like Danielle
@user-fb8bo3ys2f10 ай бұрын
Get employed with a BD or IA, study for SIE, study for Series 7 and Series 66. That's a start.
@ogeigwe17668 ай бұрын
Hello please what's BD and IA?
@fatoumatakaira34806 ай бұрын
I Need Somebody To Help Me To Find A 10 20 30 Jobs To Work In Finance
@gamerswarehousez3 ай бұрын
Can you guys share tips for a man who has a bachelors in petroleum engineering, 3+ working experience in sales, engineering and real estate. Do I need to get a Masters degree in finance or I am good with online courses or online CFA exams idk where to start :D
@user-ui7io7ex8w2 ай бұрын
Go straight to working on CFA; taking the required courses, and getting the work experience. No masters needed.
@gamerswarehousez2 ай бұрын
@@user-ui7io7ex8w thanks for the advice man I’ll do CFA’s 🫶🏻
@diesel92kj14 ай бұрын
150k move to the UK and make like 45k lmao
@MrDj-rl2ef10 ай бұрын
Hello 👀 Danielle xoxo
@jason52655 ай бұрын
😍🥰
@NP-io4ol3 ай бұрын
And attractive
@BumFightsVol59 ай бұрын
That's $98,331 after tax
@skateordie34339 ай бұрын
She is probably a career changer. $150K at year 5 is awesome. In 5 more years, she will make triple that.
@Ldashings8 ай бұрын
She said 25 years total
@skateordie34338 ай бұрын
She said 5 years in this role. 25 years total in her career which means she is in her late 40s
@rahuldahoob5 ай бұрын
She looks like she's hard work 😂
@Techmind009Ай бұрын
❤❤ 🇵🇰 🇵🇰 🇵🇰 🇵🇰
@marcusware63436 ай бұрын
And have blonde hair and blue eyes😂😂
@Jes.V38 ай бұрын
every høker is a "financial planner"
@SigmaShorts9115 ай бұрын
quite bot.
@thecroninagency3 ай бұрын
That’s not even real money these days sorry. Go independent.
@TheMarkoPoloProgram Жыл бұрын
Damn, she seemed very uncomfortable for someone trying to make others comfortable 😅
@guccigucci4188 Жыл бұрын
😂
@unforgivenkd Жыл бұрын
That’s interesting cause I thought she did well in this interview.
@Bluesnakes333 Жыл бұрын
For real 😂 I could sense she felt uncomfortable, maybe bc of the camera. I’m great with people, not great at public speaking.
@PH-md8xp10 ай бұрын
Disagree, she did just fine.
@treythompson79669 ай бұрын
She's fine. She's thinking of her words and choosing them very carefully is all:)👍