Financial Advisor Development Program – An Inside Perspective About Finding Your Place ft. Daniel Tesfaye

"One of the big things to tell yourself at the beginning is that, this may not work out, and that's ok" Tweet This
Financial Advisor Training Program
Listening Time: 19:28 minutes

Show Notes:

Many of you will come across a financial advisor development 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 a financial 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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