For the month of March, we're going to tackle the question of how to become a financial consultant.
So many of you have reached out for advice, so I'm going to provide you with the exact steps you need to take to begin a career as a financial consultant by showing you "how to find a mentor."
Step 1: Find a Model
You need to find someone that you want to be like. This means you will likely need to read and research to find out what type of financial professional you want to be. Recall last week that we talked about the 2 paths. You need to find someone to emulate whether that be in an article, on social, at a conference, etc.
After you find someone and what exactly about them attract you, you need to...
Now don't go right into the approach. Do your research. Follow them on social if they are active and find out what they like. Find a common touchpoint of they produce content and how you might have a convo with them. Then reach out to them through DM or email with a direct ask. Don't be generic with "what is the # 1 piece of advice you have".
I've talked about how to structure your ask in this video.
NOTE: If this doesn't work, pause and try again in 2 weeks. Don't spam them. You should be trying to connect with more than one person anyway.
Step 3: Follow their adviceIf you end up having a meeting and they agree to mentor you make sure you follow their advice. There is nothing worse than getting to this point and then wasting time. Of course, if they have a recommendation you disagree with that is something else, but make sure you do what they say.
Now here's a really simple method to find a person...
This a sure-fire way to find a mentor and if it doesn't work after 3 tries, do it until it does.
If you'd like to learn more about how to decide your route, you can register for a free preview of my course "How to Jumpstart Your Financial Services Career" at djh-capital.com/jumpstart.
Thanks for listening, reading and watching.
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
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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
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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
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