If your goal is to become a successful financial advisor, then this is a power-packed interview for YOU!
I so enjoyed this time with my friend and colleague David DeCelle unpacking some of the "elements to success" for financial professionals.
We explored a ton of topics...
✅ Dave's own money story...
✅ What it is was like in the Northwestern Mutual culture...
✅ The importance of personal development in finding your advisor personality type.
✅ What you can do to give yourself an unlimited upside in this business and become a successful financial advisor..
✅ What are some "misplaced" expectations of aspiring financial advisors?
✅ Delivering a client experience vs. providing customer service...
✅ The #1 issue of advisors in the first 5 years...
✅ 3 tips for any career changer that wants to enter the industry...
✅ Your "real" role as a new financial professional in this business...
✅ Where does EQ rank in this career compared to IQ?
✅ Lightning Round: (1) The best financial advisor development program...(2) The #1 skill to develop throughout your career... (3) What are you listening to and/or reading right now?
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Thanks again for listening, reading, and watching!