Preparing For A Job Interview - Tips for Aspiring Financial Advisors
March 04, 2021

Show Notes:
How do you show up when preparing for a job interview?

I've heard from so many of you about career opportunities being presented to you in financial services. 

What are some tips for success to kill that interview?
  • How you appear online. Your digital footprint is as big a deal as ever. I can tell you how many people don't get a minute more of my attention after I spend 5-10 minutes researching them on social before a scheduled meeting. We all have the same amount of time, but there's a higher premium on the time of some and you don't want them to make a snap decision before they get to know you in the 3rd step. What are some things you can do to maximize the amount of time someone will spend with you even before they meet you physically?
    • Prime your social profile. (misspelled words, incorrect contact information, inappropriate emails, pics of you in super revealing clothing or drinking with your buddies.)
    • Understand the type of opportunity/job your after. You're trying to help people with their money...THINK ABOUT IT!
    • Watch how you "show up"
    • Use tools like Canva to create a LinkedIn banner that pops, spend money on some professional headshots and buy a good dress suit.
  • How you appear on the phone. Prepare for your phone screen. If you're being interviewed make sure you spend the requisite amount of time on the following:
    • The company and its mission
    • The person(s) conducting the interview (social profiles, resume, etc)
    • The program you're being considered for (what is the program goals, who are they looking for, connect with previous applicants via LinkedIn)
  • How you appear in person. If you're lucky enough to make it to this 3rd stage you need to be prepared to WOW them.
    • Assuming your interview will be formal like most are, dress to impress. If you cannot afford a nice dark suit (gray, black or navy blue) borrow one. Of all the days, you want to make sure you are looking your best is this one because you may not get another chance. Also, get a hair cut and groom appropriately.
    • Show up early, better to have time to kill in the lobby than running late.
    • Maintain eye contact and relax take your time before speaking. It's ok to ask for a question to be repeated so you can think first. You will likely get at least one "stumper" of a question in which case it's fine to say..." you know that's a really great question, I'll have to give that some thought and get back to you."


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