From Zero to Hero: A Challenge to the Status Quo in Wealth Management
Remember when starting in this industry meant proving your mettle?
My journey began with Merrill Lynch
- 4 grueling interviews
- A $1000 draw I had to earn back
- A Branch Manager who said, “Against my better judgment, I’m offering you this position, even though I don’t think you’ll make it.”
But I did make it. Why? Sheer determination and a hunger to learn.
Fast forward to today. We’re seeing:
- Low LOS FAs joining large teams
- Instant access to large Books built by Senior FAs increasingly focused on their exit strategies
- Some % of team revenue without proving their worth
Is this really preparing the next generation of advisors?
The Hard Truth
- Building a book from scratch teaches resilience
- Earning every client builds unshakeable confidence
- Taking responsibility to guide your clients correctly proves you have the most important characteristic of all: GRIT
A Better Way Forward
Imagine a system where:
- Young FAs prove their grit before inheriting large books
- Personal accountability is a predicate to success
- The path to success is challenging but rewarding
I’ve developed a method that:
- Gives young FAs control over their income
- Allows them to demonstrate high-level capabilities
- Prepares them to truly earn and deserve client trust
Are you a senior FA frustrated with the current system and uncertain if your Padawan has what it takes?
Let’s connect
I’ll share how you can “course correct” and earn more at the same time.
#WealthManagement #FinancialAdvisors #MentorshipMatters #IndustryDisruption
