Tips for rookie financial advisors from wealth management veterans

Tips for rookie financial advisors from wealth management veterans



Time in the trenches is valuable in just about any career, but that may be especially true in financial planning. Early-career professionals have to make myriad choices about the types of clients they want to serve, the type of firm where they want to work and their investing philosophies.

It’s tough to move ahead in a new career without knowing what you don’t know and when you’re facing pressure to build a book of business. That’s why we asked veteran advisors to pass their knowledge on to the up-and-coming generation.

Specifically, we asked for one thing advisors wish they’d know their first year, and for the best piece of advice they got in their own first years on the job. Scroll down to see their answers.





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