Going from an assistant role to Financial Advisor can be a life altering experience, but you must tread lightly and even carry a big stick.I spent 10 years as a registered sales assistant and when I became a Financial Advisor my whole life and future changed for the better. When I accepted the position, I was excited about the opportunity and was determined to succeed; yet I knew I would experience some unusual challenges along the way.
Going from an Assistant position to a full- fledged Financial Advisor can be challenging for reasons beyond what you would expect.
As a National Training Officer for the Smith Barney, I spent 3 years helping many young female advisors learn how to create a smooth and effective transition from assistant to Financial Advisor. It wasn’t just about cold calling and managing money, I knew these women would be walking a fine line between their old and new life; I knew they needed an insider’s perspective and advice.
Follow these simple principles and you will create a smoother and more effective transition.