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Successful Financial Advisor Stories – The “HOW” of What It Really Takes ft. David DeCelle

"So if you maintain your values, your morals, then it's an unbelievable set up to teach you how to sell..." Tweet This
successful financial advisor
Listening Time: 30:35 minutes

Show Notes:

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?

Thanks for listening, reading and watching.

Click here to connect with David 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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