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An advisor that will work quickly, 12 Tips To Survive Your First 12 Months As An Independent Financial Advisor

Of course, reinvesting means that Shawn spent more than many advisors do in trying to start their advisory firms on a low budget… yet at the same time, by focusing on reinvesting his income as it came in, he was able to do so while limiting his actual out-of-pocket costs. Shawn also shares exactly what kinds of conferences and courses he put himself through to accelerate his growth, how he structured his marketing and what materials he takes into a typical prospect meeting todaywhat he tracks in his business, how he leverages his study group, and more!

This is how I indirectly found my way into the financial services industry. I was fascinated by the discussion and ended up working for the financial advisor for the remainder of high school.

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These formative experiences laid the foundation for the rest of my career, instilling in me a passion to help an advisor that will work quickly become more financially responsible so they can live the life they desire. My experiences working with these boutique financial advisory firms solidified my knowledge of and passion for financial planning. Once I was certified, I started taking on my own clients and developing relationships with them.

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I believe the level of trust developed through this process is key to a successful relationship. My Role Today Today, I am a client advisor, working with clients to develop and implement their financial planning objectives.

You may wonder what a financial advisor does.

I provide guidance in areas such as asset allocation, estate planning, retirement, charitable giving, and insurance. It has been a rewarding experience to work with such an interesting and varied group of clients an advisor that will work quickly challenge and motivate me to constantly improve.

In addition to my primary role of working with clients, I am involved with a variety of initiatives at Simon Quick Advisors that help drive our growth. I am head of the Wealth Creators Committee, which is focused on our younger clientele as they develop their careers and start families. My involvement in these committees enables me to work with two groups I am passionate about helping, women and young people.

AdvisorsFinancial PlanningInvestingPersonal Finance Many or all of the products featured here are from our partners who compensate us.

Over the years, I have also been actively involved in employee recruitment for Simon Quick Advisors and managing our internship program. Challenges And Opportunities Even if you love your job, every career has its own set of challenges.

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Even more important is to understand their aspirations and goals for the future. I love when clients fully engage in the financial planning process and have confidence in our strategies. Keeping them happy and being able to help them makes my career rewarding.

I care not only about their financial success, but also for them and their families on a personal level.

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I love hearing about their recent vacation or a new baby in their family. I also love the culture at Simon Quick Advisors and my talented colleagues. If you have questions about your financial needs and goals and are ready to start a conversation around your finances, Simon Quick Advisors can help.

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To discover your financial opportunitiescall me at or email lmehlfelder simonquickadvisors. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick as being "registered" does not imply a certain level of education or expertise. No information provided shall constitute, or be construed as, an offer to sell or a solicitation of an offer to acquire any security, investment product or service, nor shall any such security, product or service be offered or sold in any jurisdiction where such an offer or solicitation is prohibited by law or registration.

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Additionally, no information provided in this report is intended to constitute legal, tax, accounting, securities, or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

Past performance may not be indicative of future results.

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Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any corresponding indicated performance level sbe suitable for your portfolio or individual situation, or prove successful.