How to become a financial advisorProven Sales Success? Ready to work hard?
Being a financial advisor is a highly sought-after career choice!
Number of certified financial planners (CFPs) in the U.S
Financial advisors who are over 49 years old
Financial advisors who are under 40 years old
What you need to succeed
Are you ready to take your successful sales skills and turn them into a satisfying long-term career in a respected industry?
Willis Consulting can help you and guide you in the right direction BUT there are certain things you need to possess before even considering a profession in Financial Planning:
A respected referral source
Someone you can trust to recomend your work.
A successful academic history
BA or better. Your major is not a deciding factor.
A proven sales history
including prospecting, closing, and servicing relationships.
A burning desire to succeed
Ready to do whatever it takes to overcome any obstacle.
Make a move into the financial planning industry
If you are still reading and you’re nodding your head in agreement, Willis Consulting may be able to help you! Get in touch with us and mention “Entering the Financial Planning Industry” on the contact form. We are always willing to offer advice to good people who will continue to help make this industry great!