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).
--- Send in a voice message: https://anchor.fm/dom-the-maven/messageHUGE Podcast Announcement: Guess what is about to happen?
CFFP #71 - The Benefits of Community in Mentorship
CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond
CFFP #70 - Building Communication Skills in Financial Services
CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA
CFFP #69 - Transferrable Skills as a Career Changer
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
CFFP #68 - Engaging Empathetically with Your Clients
CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC®
CFFP #67 - Why Psychological Understanding is Important as a CFP
CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®
CFFP #66 - Establishing Trust in Financial Services
CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®
CFFP #65 - Financial Planning is a Lateral Field
CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
CFFP #64 - The Two Sets of Eyes in Financial Services
CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
CFFP #63 - What Really Counts in Your Skillset
CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EA
CFFP Season 7 Teaser
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