What advice would you give budding financial planners who are just starting out? - Seedly
Seedly logo
Seedly logo
 

Financial Planners

Insurance

Fresh Graduates

Career

AMA PolicyPal

PolicyPal

Anonymous

Asked 3w ago

What advice would you give budding financial planners who are just starting out?

Not an insurance agent, but I saw my friends who started out as insurance agents struggle a lot with building up their connections, cold calling, poor reception from the general public.. How did you deal with these challenges and how would you advise them?

0 comments

1 answer

Answer Now

Answers (1)

Sort By

Hi Anon,

It is important to remember to remain curious and make a constant effort to learn about what consumers want.

As a financial advisor, you should have a strong passion and desire to help individuals achieve their financial goals. Being in the industry that serves the people, it is important that you be genuine and be open to show showing vulnerability to others.​​​

1

Question Poster

2d ago

Thank You! This is so helpful 👍 being open to show showing vulnerability to others truly is very important...
Thank You!
Can you clarify
I wonder if
This is so helpful 👍
What about
Post