21 Jan What’s Your Mental Picture of a Financial Advisor?
Find Your Passion
When she started college, Kayla Walter “had no idea what a financial planner or financial advisor was.” Sure, friends and family knew that Kayla was majoring in Finance, but when she said, “I want to be a CFP®,” they often asked, “What’s that?” Fortunately, Kayla took the time to research the profession that’s become her passion.
Not for Men Only
Like Kayla, Sarah Broglie, CFP® admits that she “didn’t know financial planning existed.” After learning more about the business, Sarah’s perception – that financial advisors are older males – quickly changed. “This is a great career for someone who’s interested in helping others,” she reports. “It’s a great fit for a lot of people…just like me.”
Back Off, “Finance Bros”!
Katherine O’Leary was surrounded by what she calls “Finance Bros” in college: “The guys who were sitting in the front of the class…talking like they were already the biggest broker on Wall Street.” She later realized that “the people I was in class with are not the people that I have encountered” in her job as a CERTIFIED FINANCIAL PLANNER™.
The “Path” to Success
Wondering if a career as a financial advisor might be right for you? Take our quiz!