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What It's Like Being An Investment Advisor (My Honest Thoughts) financial advisor

by fordvinhPOIUY



๐Ÿ“ˆ๐Ÿ“š ๋ฌด๋ฃŒ ๋‹จ๊ธฐ ์ง‘์ค‘ ๊ต์œก ๊ณผ์ • + ํˆฌ์ž ์•„์นด๋ฐ๋ฏธ ๊ฐ€์ž… โžค ์˜ค๋Š˜ ์ €๋Š” ์ Š์€ ํˆฌ์ž ๊ณ ๋ฌธ์ด ๋˜๋Š” ๊ฒƒ์— ๋Œ€ํ•œ ๋ช‡ ๊ฐ€์ง€ ์ƒ๊ฐ์„ ๊ณต์œ ํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค! #stockmarket #investing #brandonbeavisinvesting ———– The Investing Academy ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ฐ€์ž…ํ•˜์‹œ๊ฒ ์Šต๋‹ˆ๊นŒ? ๊ทธ๋ ‡๋‹ค๋ฉด ๋‹น์‚ฌ ์›น ์‚ฌ์ดํŠธ๋ฅผ ํ™•์ธํ•˜์‹ญ์‹œ์˜ค. ์šฐ๋ฆฌ๋Š” ์บ๋‚˜๋‹ค์ธ์„ ์œ„ํ•œ ์˜จ๋ผ์ธ ๊ณผ์ •์„ ์ œ๊ณตํ•˜์—ฌ ์ฃผ์‹ ์‹œ์žฅ์˜ ๊ธฐ์ดˆ์— ๋Œ€ํ•œ ์™„์ „ํ•œ ์ดํ•ด๋ฅผ ์ œ๊ณตํ•˜๊ณ , ๊ณ„์ • ์„ค์ •์„ ๋‹จ๊ณ„๋ณ„๋กœ ์•ˆ๋‚ดํ•˜๊ฑฐ๋‚˜, ํˆฌ์ž๋ฅผ ํ•œ ๋‹จ๊ณ„ ๋Œ์–ด์˜ฌ๋ฆฝ๋‹ˆ๋‹ค. ๋‹น์‹ ์€ ๋˜ํ•œ ๋‹ค๋ฅธ ํ•™์ƒ๋“ค์„ ๋งŒ๋‚˜๊ณ  ์šฐ๋ฆฌ์™€ ํ•จ๊ป˜ ์ผํ•˜๊ธฐ ์œ„ํ•ด ์šฐ๋ฆฌ์˜ ๊ฐœ์ธ ์ปค๋ฎค๋‹ˆํ‹ฐ์˜ ์ผ์›์ด ๋  ๊ฒƒ์ž…๋‹ˆ๋‹ค. ์›น์‚ฌ์ดํŠธ โžค ———– ์—ฌ๊ธฐ์—์„œ ํŒ”๋กœ์šฐ: Facebook: Instagram: LinkedIn: ———– ๐Ÿฆ๐Ÿ‡จ๐Ÿ‡ฆ ๊ฐ€์ž… ๋ณด๋„ˆ์Šค ๐Ÿ’ฐ๐Ÿ’ธ: โ–บ Questrade ์˜จ๋ผ์ธ ์ค‘๊ฐœ($50 ๋ฐ›๊ธฐ) ์ˆ˜์ˆ˜๋ฃŒ ์—†๋Š” ๊ฑฐ๋ž˜) – โ–บ Wealthsimple Trade($100 ์ด์ƒ ์ž…๊ธˆ ์‹œ $25 ํ˜„๊ธˆ ๋ณด๋„ˆ์Šค) – โ–บ Wealthsimple Invest Robo-Advisor(๊ฐ€์ž… ๋ณด๋„ˆ์Šค $50 ๋ฐ›๊ธฐ) – โ–บ EQ Bank(๊ณ ์ด์ž ์ €์ถ• ๊ณ„์ขŒ) – โ–บ Passiv (Autopilot Portfolio Tool) – ์†Œ์…œ ๋ฏธ๋””์–ด๋Š” ๋•Œ๋•Œ๋กœ ๊ฑฐ์˜ ๋ชจ๋“  ๊ฒƒ์ด ์ง„ํ–‰๋˜๋Š” ๊ฑฐ์นœ ์„œ๋ถ€์ฒ˜๋Ÿผ ๋ณด์ผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์šฐ๋ฆฌ๋Š” ๊ทธ๊ฒƒ์— ๋Œ€ํ•œ ์—ด๋ ฌํ•œ ํŒฌ์ด ์•„๋‹ˆ๋ฏ€๋กœ ๋ฌด์–ธ๊ฐ€๋ฅผ ์™„๋ฒฝํ•˜๊ฒŒ ๋ช…ํ™•ํ•˜๊ฒŒ ๋งŒ๋“ค๊ณ  ์‹ถ์Šต๋‹ˆ๋‹ค. ์œ„์˜ ์ œํœด ๋งํฌ๋Š” ๊ท€ํ•˜์˜ ํŽธ์˜๋ฅผ ์œ„ํ•ด ์ œ๊ณตํ•œ ๊ฒƒ์œผ๋กœ, ํ•ด๋‹น ๋งํฌ๋ฅผ ํด๋ฆญํ•˜์—ฌ ์ตœ์ข…์ ์œผ๋กœ ์ƒํ’ˆ์ด๋‚˜ ์„œ๋น„์Šค๋ฅผ ๊ตฌ๋งคํ•˜๊ฒŒ ๋  ๊ฒฝ์šฐ, ์ด ์ฑ„๋„์€ ์ถ”์ฒœ์— ๋Œ€ํ•œ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์šฐ๋ฆฌ๋Š” ์ด๋Ÿฌํ•œ ๊ฐ ํšŒ์‚ฌ์™€ ์„œ๋น„์Šค๋ฅผ ๊ฐœ์ธ์ ์œผ๋กœ ์กฐ์‚ฌํ–ˆ์œผ๋ฉฐ, ๊ฐœ์ธ์ ์ธ ์ƒํ™ฉ์— ๋”ฐ๋ผ ์ด๋“ค์ด ์‹œ์ฒญ์ž์—๊ฒŒ ๊ฐ€์น˜๋ฅผ ์ œ๊ณตํ•œ๋‹ค๊ณ  ์ƒ๊ฐํ•ฉ๋‹ˆ๋‹ค. ์ž‘์€ ๊ธ€์”จ ์ฝ์–ด์ฃผ์…”์„œ ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค!! ๋น„์ฆˆ๋‹ˆ์Šค ๋ฌธ์˜: support@theinvestingacademy.ca ———– Brandon Beavis ์†Œ๊ฐœ: Brandon Beavis๋Š” ์บ๋‚˜๋‹ค์—์„œ ์ •์‹ ๋ฉดํ—ˆ๋ฅผ ์ทจ๋“ํ•œ ์ตœ์—ฐ์†Œ ๊ณ ๋ฌธ ์ค‘ ํ•œ ๋ช…์ž…๋‹ˆ๋‹ค. 2013๋…„ Brandon์€ ๊ณต์‹์ ์œผ๋กœ ์—…๊ณ„ ์—ฐ๊ตฌ๋ฅผ ์‹œ์ž‘ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ˆ˜๋…„์— ๊ฑธ์ณ ๊ทธ๋Š” CSC(์บ๋‚˜๋‹ค ์ฆ๊ถŒ ๊ณผ์ •), CPH(ํ–‰๋™ ๋ฐ ๊ด€ํ–‰ ํ•ธ๋“œ๋ถ), WME(์ž์‚ฐ ๊ด€๋ฆฌ ํ•„์ˆ˜ ์‚ฌํ•ญ), 90์ผ ํˆฌ์ž ๊ณ ๋ฌธ ๊ต์œก ํ”„๋กœ๊ทธ๋žจ์„ ์™„๋ฃŒํ–ˆ์œผ๋ฉฐ ON, Oakville์—์„œ ์—ด๋ฆฐ Manulife ์ „๋ฌธ ๊ฐœ๋ฐœ ์›Œํฌ์ƒต์— ์ฐธ์„ํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ์˜ ํ•™์Šต์„ ๋•๊ธฐ ์œ„ํ•ด ์ˆ˜๋งŽ์€ ์‚ฐ์—… ์„ธ๋ฏธ๋‚˜, ์ปจํผ๋Ÿฐ์Šค ๋ฐ ์ด๋ฒคํŠธ. 20์„ธ์— ๊ทธ๋Š” ์บ๋‚˜๋‹ค ์ตœ๋Œ€์˜ ํˆฌ์ž ์ค‘๊ฐœ์—…์ฒด ์ค‘ ํ•˜๋‚˜์ธ Manulife Securities์—์„œ ์ผํ•˜๋ฉด์„œ ์ •์‹ ํˆฌ์ž ๊ณ ๋ฌธ์ด ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. 4๋…„ ๋™์•ˆ ๊ทธ๋Š” ๊ณ ์•ก ์ž์‚ฐ ํˆฌ์ž๋ฅผ ์ „๋ฌธ์œผ๋กœ ํ•˜๋Š” Beavis Wealth Management์—์„œ ๊ณ ๋„๋กœ ์ˆ™๋ จ๋œ ํŒ€๊ณผ ํ•จ๊ป˜ ์ผํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Š” 25๋…„ ์ด์ƒ์˜ ๊ณ ๋ฌธ์ธ ์•„๋ฒ„์ง€ ๋ฐ‘์—์„œ ์ผํ•  ๊ธฐํšŒ๊ฐ€ ์žˆ์—ˆ๊ณ  ๋‹ค์Œ๊ณผ ๊ฐ™์€ ๊ณ ๊ฐ ํฌํŠธํด๋ฆฌ์˜ค๋ฅผ ์ง์ ‘ ๋‹ค๋ฃจ์—ˆ์Šต๋‹ˆ๋‹ค. ์ˆ˜๋ฐฑ๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ๊ณ ๊ฐ ๊ณ„์ •์„ ๋ถ„์„, ๊ตฌ์ถ• ๋ฐ ๊ด€๋ฆฌํ•ฉ๋‹ˆ๋‹ค. ———– Marc Beavis ์†Œ๊ฐœ: Marc๋Š” ์€ํ‡ดํ•œ ํฌํŠธํด๋ฆฌ์˜ค ๊ด€๋ฆฌ์ž๋กœ ํˆฌ์ž ์—…๊ณ„์—์„œ 25๋…„ ์ด์ƒ์„ ๋ณด๋ƒˆ์œผ๋ฉฐ ์ˆ˜๋ฐฑ๋งŒ ๋‹ฌ๋Ÿฌ์˜ ํฌํŠธํด๋ฆฌ์˜ค๋ฅผ ๊ด€๋ฆฌํ•˜๊ณ  ๋ชจ๋“  ์—ฐ๋ น๋Œ€์˜ ๊ณ ๊ฐ๊ณผ ํ•จ๊ป˜ ์ผํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Š” 2021๋…„์— ์€ํ‡ดํ–ˆ์œผ๋ฉฐ ์ด ์ฑ„๋„์— ์ •๊ธฐ์ ์œผ๋กœ ๊ธฐ๊ณ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 1996๋…„์— ์ฒ˜์Œ ๋ผ์ด์„ ์Šค๋ฅผ ์ทจ๋“ํ•œ ํ›„ ํŒŒ์ƒ ์ƒํ’ˆ ๊ธฐ์ดˆ ๋ฐ ์˜ต์…˜ ๋ผ์ด์„ ์Šค ๊ณผ์ •, ํฌํŠธํด๋ฆฌ์˜ค ๊ด€๋ฆฌ ๊ธฐ๋ฒ•, ์ž์‚ฐ ๊ด€๋ฆฌ ํ•ต์‹ฌ, ํˆฌ์ž ๊ด€๋ฆฌ ๊ธฐ๋ฒ•, ์ฑ„๊ถŒ ํˆฌ์ž, ํ—ค์ง€ ํŽ€๋“œ ํ•ต์‹ฌ, ํฌํŠธํด๋ฆฌ์˜ค ์ด๋ก  ๋“ฑ ์—ฌ๋Ÿฌ ์‚ฐ์—… ๊ณผ์ •์„ ์ด์ˆ˜ํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ณผ์ •, ์บ๋‚˜๋‹ค ์ฆ๊ถŒ ๊ณผ์ •. Marc๋Š” ์ด์ „์— ๋ถ€์‚ฌ์žฅ ๋ฐ ์œค๋ฆฌ ์ด์‚ฌ์ง์„ ํฌํ•จํ•˜์—ฌ ์บ๋‚˜๋‹ค ์žฌ๋ฌด์„ค๊ณ„์‚ฌ ํ˜‘ํšŒ(ํ˜„ FP Canada) ์ด์‚ฌ๋กœ ์žฌ์งํ–ˆ์Šต๋‹ˆ๋‹ค. ์—…๊ณ„์—์„œ ์ผํ•  ๋•Œ ๊ทธ๋Š” Canadian Securities Institute์—์„œ ์ œ๊ณตํ•˜๋Š” CIM(Chartered Investment Manager) ์ง€์ •์„ ๋ฐ›์•˜์Šต๋‹ˆ๋‹ค. ๋˜ํ•œ Marc๋Š” ์žฌ๋ฌด ๊ณ„ํš์˜ ์—…๊ณ„ ํ‘œ์ค€์ธ ๊ณต์ธ ์žฌ๋ฌด ์„ค๊ณ„์‚ฌ(CFP) ์‹ค๋ฌด์ž์˜€์Šต๋‹ˆ๋‹ค. ๋ฉด์ฑ… ์กฐํ•ญ: ์ด ์ฑ„๋„์—์„œ ๊ณต์œ ๋œ ๊ฒฌํ•ด์™€ ์˜๊ฒฌ์€ ์ •๋ณด ์ œ๊ณต ๋ฐ ๊ต์œก ๋ชฉ์ ์œผ๋กœ๋งŒ ์ œ๊ณต๋ฉ๋‹ˆ๋‹ค. ์ด์ „์— ๋ผ์ด์„ ์Šค๊ฐ€ ๋ถ€์—ฌ๋˜์—ˆ์ง€๋งŒ ๊ธฐ์—ฌ์ž๋Š” ๋” ์ด์ƒ ์—…๊ณ„ ์ฐธ์—ฌ์ž๊ฐ€ ์•„๋‹ˆ๋ฉฐ ์žฌ์ •์  ์กฐ์–ธ์„ ์ œ๊ณตํ•  ์ˆ˜ ์žˆ๋Š” ๋ผ์ด์„ ์Šค๊ฐ€ ์—†์Šต๋‹ˆ๋‹ค. ์žฌ๋ฏธ์žˆ๋Š” ๋ฐฉ์‹์œผ๋กœ ๊ต์œก ์ •๋ณด๋ฅผ ์ œ๊ณตํ•˜๊ธฐ ์œ„ํ•ด ๋…ธ๋ ฅํ•ฉ๋‹ˆ๋‹ค. ํˆฌ์žํ•˜๊ธฐ ์ „์— ํ•ญ์ƒ ์ž์‹ ์˜ ์—ฐ๊ตฌ์™€ ์‹ค์‚ฌ๋ฅผ ์ˆ˜ํ–‰ํ•˜์‹ญ์‹œ์˜ค. ์ผ๋ฐ˜์ ์œผ๋กœ ํˆฌ์žํ•˜๊ธฐ ์ „์— ๋ฉดํ—ˆ๊ฐ€ ์žˆ๋Š” ํˆฌ์ž ์ „๋ฌธ๊ฐ€์™€ ์ƒ๋‹ดํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ์ „์ฒด ๋ฒ•์  ๋ฉด์ฑ… ์กฐํ•ญ์„ ๋ณด๋ ค๋ฉด ๋‹น์‚ฌ ์›น์‚ฌ์ดํŠธ๋ฅผ ๋ฐฉ๋ฌธํ•˜์‹ญ์‹œ์˜ค: .

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What It's Like Being An Investment Advisor (My Honest Thoughts)

What It's Like Being An Investment Advisor (My Honest Thoughts)

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What It's Like Being An Investment Advisor (My Honest Thoughts)
financial advisor
์˜จ๋ผ์ธ์œผ๋กœ ๋ˆ์„ ๋ฒ„๋Š” ๋ชจ๋“  ์ตœ์‹  ๋ฐฉ๋ฒ• ๋ณด๊ธฐ: ์—ฌ๊ธฐ์—์„œ ๋” ๋ณด๊ธฐ
์˜จ๋ผ์ธ์œผ๋กœ ๋ˆ์„ ๋ฒ„๋Š” ๋ชจ๋“  ์ตœ์‹  ๋ฐฉ๋ฒ• ๋ณด๊ธฐ: ์—ฌ๊ธฐ์—์„œ ๋” ๋ณด๊ธฐ

See also  Bible Verses About Financial Blessings | Prayer for Immediate Financial Blessing | CMPortal.in financial blessing prayer

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49 comments

Brandon Beavis Investing 16/10/2021 - 7:39 PM

Hey Guys.. Bit of a random video and it's definitely all over the place but if you're curious about what being a 24-Year Old Investment Advisor is like… Stick around ๐Ÿ˜› Enjoy!

Reply
Don McLeod 16/10/2021 - 7:39 PM

Brandon, you touched on many points that are important to you from a young investment counselors early years. Having a mentor is one key component to building a strong foundation. Your Dad is excellent. Excellence builds excellence. Lots to learn which makes your career a positive for continuous development. Carry on! ๐Ÿ™‚

Reply
Leilanny Salcido 16/10/2021 - 7:39 PM

I've been offered a bilingual investment advisor position. It'd be my first investment advisor job and I wasn't too sure what to expect. I'm glad I watched your video. Seeing the passion you speak about being an investment advisor made me realize that I don't have the same passion for that type of work. Not even close. If anything, it sounds dreadful to me. Watching your video made me realize that I am definitely not a good fit for this position. Thank you for saving me time, effort, energy, headaches, sleepless nights, etc.

I wish you the best in your career!

P.S – the sky is most definitely not the limit. There is so much more past the sky ๐Ÿ˜‰

Reply
Jacob Taylor Martin 16/10/2021 - 7:39 PM

It sounds like youโ€™re an Investment Advisor Representative, not a Investment Advisor? Somewhat like an agent to a broker-dealer.

What licenses do you carry? S6, S63/65, S66, S7??๐Ÿค”

Reply
Grand Master Mario 16/10/2021 - 7:39 PM

The reason why I'm watching is mostly because there's a professional gamer that I know about that also works as a investment advisor

Reply
Kusvaha Perez 16/10/2021 - 7:39 PM

Who Is An Investment Manager? Investment is the process of redirecting finance towards profit generation. Investment management involves the professional management of various financial securities and assets belonging to an investor for the purpose of earning maximum benefits. An investment manager is an individual who manages investors finance and focuses [โ€ฆ]to help these clients invest their money in the best places. The Provide investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares.

Reply
Anderson Kao 16/10/2021 - 7:39 PM

Here's my thoughts as a young advisor in Vancouver as well. I started when I was in my early 20's as well.

I agree with many points in this video.

Most investment advisors are simply going the "mutual fund route" by connecting clients to the right product.

The reality is that you are literally starting a new business when you start as an advisor. As the same as every company, you need a sales team to bring in new customers. With no customers there is nothing to manage. Nothing to manage = no pay

Therefore most advisors has to take on the role as a sales in order to generate a book of business. This is where the contradiction happens. If you are prospecting and closing deals, you cannot be actively managing individual portfolios as well. The more you do one, the less you can do the other.

I initially wanted to construct my own portfolios as well for my clients. I was grinding my CFA (every finished level 1), but I realized it is almost impossible to compete with larger institutions purely alone. Just the information gap and the sheer amount of data out there is impossible for one person to handle when scaling. I have classmates who went into IB at major banks and they have teams that specialize in super niche segments of markets. Also, they told me that the banks will literally fly CEOs of other large companies to them just to ask questions in detail.

Yes you can maybe actively manage 10-20 portfolios. However, when you start getting 50, 100, 200, 300+ clients. You definitely do not have the time to individually manage them.

Therefore most advisors stick with just the middle man route. Even through this route, even rebalancing mutual funds is pretty hard.

However, this is not necessarily a bad thing if you do it correctly. I too was lucky to learn from 2 mentors both TOT (you know if you know).

I learned these key points.

1. They believe funds are just a commodity. Any body can sell it. Heck, even clients can buy it themselves now.

2. You cannot win clients by guaranteeing a higher return than all your competitors. No one can consecutively beat all the competitors in returns.

3. Your value needs to come from your strategy. Everyone knows about simple TFSA, RRSP, RESPs etc. Most people can do just fine just regularly contributing to an ETF. What you need to offer are strategies that goes beyond that. My answer is through tax planning. I believe in market efficiency, where higher return = higher risk, while tax planning can get you guaranteed returns with zero risk.

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Vin P. 16/10/2021 - 7:39 PM

I think holding some key holdings in stocks is great. Some parts of portfolio I.e gold bullion etf or some sectors is relevant to hold in an etf or a mutual fund that does its job.Retirement planning on top of all that of course

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Cody Jacobs 16/10/2021 - 7:39 PM

Great video! Iโ€™m seeking the journey to be mobile and have a job within investing.. Iโ€™d love to be able to eventually take enough profits as a day/ swing trader.. but want to establish credentials in the financial industry.. thinking CSC, then eventually CFA perhaps.

Do you have any insight on which first steps should be considered?
Again thanks for the provided information.
Will be doing some further research before signing up with a course.

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Ezequiel Omonte 16/10/2021 - 7:39 PM

I think this was a great video for working and having it on in the background

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easten west 16/10/2021 - 7:39 PM

Your strugglinโ€™ in this one. Surprisingly enough, it is these kinds of opinions I wanted to hear though; mostly because of your current role.

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Pablo Oliva 16/10/2021 - 7:39 PM

So you didnโ€™t make enough money and stepped down as a producer? Doesnโ€™t make sense

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Meraki Lifestyle 16/10/2021 - 7:39 PM

Now that the financial industry is becoming digitized, would you think being a financial advisor would still be in demand 5 years from now?

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Hayley Higgins 16/10/2021 - 7:39 PM

As a seasoned financial planner
I want to say well done
Heโ€™s right
We canโ€™t speak publicly unless every word is approved by compliance

I havenโ€™t the guts at 53 to suspend my license
But have thought about it
So I can speak

Donโ€™t give up
Go back in the business
You are young & green
Not saying anything negative about your content
Iโ€™m just saying if you go get years under ur belt & do what youโ€™re doing
Itโ€™s valuable

So great to see you growling like a lion

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John Lamb 16/10/2021 - 7:39 PM

I'm watching cause I have an interview in a couple hours. I want that 66.

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Lorenzo Garcia 16/10/2021 - 7:39 PM

Mark hasnโ€™t aged a bit

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Anthony Fabiano 16/10/2021 - 7:39 PM

This video is exactly what I needed to hear. I myself am looking to be an investment advisor representative and I like how real/truthful this video is.

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OVERAGAIN 16/10/2021 - 7:39 PM

Brandon, please be straight forward like this and not change like other youtubers. Many tubers nowadays are scripted and i got tired of watching their videos. I am only have a few truthful tubers and you are one of them..Thank you

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Jude Z. 16/10/2021 - 7:39 PM

Oh you've lived through a market crash now! Two actually ๐Ÿ˜€

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Chief 16/10/2021 - 7:39 PM

What courses did you takw

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Natnael Tesgay 16/10/2021 - 7:39 PM

Please do one with other jobs in the same field. great video!

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ali patience 16/10/2021 - 7:39 PM

Have you ever tried forex bitcoin investment trading and failed? Yes I tired in the past and failed until I meet Mr Dennis @Dennis__forex09 who convinced me to trade with his platform. And today it's a decision I never regretted. ๐Ÿ˜ƒ Send a direct massage to @Dennis_forex09 on instagram today and start earning $20,000 within a period of 6days..

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pk styll 16/10/2021 - 7:39 PM

New subscriber, this vid isnt bad at all, im a 25 year old Financial advisor at a bank trying to figure out my next step in my career. Currently doing my csc and completed my IFC, this was very insightful and i look forward to learning more thru your vids

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David DuCharme 16/10/2021 - 7:39 PM

Hi Brandon thanks for the video. I am your counterpart here in the US, 24 years old, and have started from the ground up since 20 years old. I'd love to connect and share stories.

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Lana Shin 16/10/2021 - 7:39 PM

Hey Brandon, I really enjoyed watching this video that you actually delivered the core part of being an investment advisor!
I wanted to ask if being transparent and honest are plus when it comes to building relationships with clients in practice?

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John Harris 16/10/2021 - 7:39 PM

Best recommendation goes too http://www.trackcentury.com theyโ€™re highly remarkable

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Marvvvo Vlogs 16/10/2021 - 7:39 PM

Hey Brandon I would love to talk to you about working at your dads firm

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Clive Adams 16/10/2021 - 7:39 PM

I like the honesty and free form sharing. Highly informative and way better video than most on the subject. Most are totally boring and dumb.

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David Baldwin 16/10/2021 - 7:39 PM

Try this when communicating with clients. So much easier. https://thebubbleboard.com/?utm_medium=ytbe

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Jagdish Meghnani 16/10/2021 - 7:39 PM

Infact its a nice video where you were talking your mind. Keep it up. Am a finance professional myself… CA, CFA, CPA ๐Ÿ™‚

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Khแบฃi Tรด Quang 16/10/2021 - 7:39 PM

Thanks for advising . I think i need to find my mentor ๐Ÿ˜ฌ You right , without the instructor it would be very difficult . I'm very happy when I saw your video.

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Devon Inman 16/10/2021 - 7:39 PM

Do you know any CFPs at vanguard

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Hannah Turley 16/10/2021 - 7:39 PM

On being a young advisor: an established, pretty wealthy advisor gave me some advice when I asked him what it would be like to start young in the career. He said, "well, young advisors have a pretty strong benefit in that they'll be in the game for the long haul. For example, as a 40-year-old looking for investment services, do you want to hire someone who will still be alive and actively managing your accounts when you retire or do you want someone the same age as or older than you who might not still be around by then?"
Always realize the strengths in your position!!

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Christopher Bartkowski 16/10/2021 - 7:39 PM

Quality Content, keep it up.

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Niran Abraham 16/10/2021 - 7:39 PM

Great video Brandon. Just what I need to hear as Iโ€™m preparing for a career in banking

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billy bob 16/10/2021 - 7:39 PM

you also said the title was going to be about being a young investor??? you didnt even match the title lmao!

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billy bob 16/10/2021 - 7:39 PM

help people and get paid for it.. hmm not a doctor

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Cris Camara 16/10/2021 - 7:39 PM

Brandon, you are so cute and smart that you could manage all my money, my life and make babies in me! Love

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V P 16/10/2021 - 7:39 PM

Which dealer member are you working with?

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Kevin H 16/10/2021 - 7:39 PM

Hey Brandon! Thanks for the awesome video, I am wondering if this is a stressful job? also if yes, what causes majority of the stress?

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skyeric875 16/10/2021 - 7:39 PM

It's funny, the second I saw this video posted I thought how the hell did you get this through compliance. Thanks for addressing that right away๐Ÿ˜‚

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Andrew King 16/10/2021 - 7:39 PM

Helpful video even if not super structured! Thanks ๐Ÿ‘๐Ÿพ

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Art Vandalay 16/10/2021 - 7:39 PM

Studying for my series 65 as I watch this video lol

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John Nyu 16/10/2021 - 7:39 PM

I was just really really bored.

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Scott's Critical Mass 16/10/2021 - 7:39 PM

"True supporter of the channel here"… ๐Ÿ™‚ Thanks for sharing Brandon… I've been sitting on this video for a while because I really was interested to hear what your had to say on this topic, so I wanted to be in the right frame of mind when watching. One of my biggest professional regrets is not going into the investment advisory field. I've always had a passion for this, but a decent job presented itself following college (actually during college) and before I knew it my career was established in a different direction. I'm not complaining because I've done OK for myself financially, but it's not something I have a true passion for. I highly encourage everyone to follow their passion while young to ensure you're doing what you love when you're a bit older. It doesn't take long to get there. Believe me… Cheers Brandon!

BTW… Congrats on the Raptors win. Being from the SF Bay Area (San Jose), I'm a Warriors supporter but the Raptors definitely deserved the championship this year. Damn that Kawhi guy!

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Sammay Tor 16/10/2021 - 7:39 PM

Pepsi product placement lol

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Michael Perry 16/10/2021 - 7:39 PM

Anther great Video. Didn't know that your family owned an investment firm.

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Ulysse Perez 16/10/2021 - 7:39 PM

Ya but with this idiot Trump dck AOL for what his doing with the trade war with China well all your clients would be mad of loosing money$$!! What do you say to them!!

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Greg Scotcher 16/10/2021 - 7:39 PM

How do you feel about rounding up everday purchases to invest with? Like acorn

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