• Beyond the License: An Advisor's Journey to Mastery

  • Jun 13 2024
  • Duración: 42 m
  • Podcast

Beyond the License: An Advisor's Journey to Mastery Por arte de portada

Beyond the License: An Advisor's Journey to Mastery

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  • In this episode, Paul Durso, Kevin Wray, Bruce Romagnoli, and Ryan Mcneil (a group of seasoned financial advisors) discuss the evolution and challenges of advisor education, sharing personal anecdotes and experiences from their collective century of industry involvement. They reflect on their early days in the business, highlighting the initial focus on passing tests and selling products with minimal training on actual financial planning. The conversation critiques the traditional model of advisor training, emphasizing the disconnect between book knowledge and real-world application, and the limitations imposed by captive agencies. They explore the transition to independent advising, driven by a desire for more client-focused, comprehensive planning, and debate the true value of industry designations in establishing advisor credibility.


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