From the Ground Up
7. Overcoming the Burnout Odds: Creating Early Momentum with Scrappy Sales
Whether you're a seasoned advisor or a newcomer to the field, there is no question that the early days within the financial advisory world can be challenging. Join Zach Conway and Kelsey McKenna as we offer a candid look into the critical early stages of a financial advisor's career. We share real-life accounts from those who've walked the path and insights on the necessary “scrappiness” and adaptability required to make it past the make-or-break first three years.
Our conversation goes beyond conventional wisdom, probing into how critical reflection and review are when growing a business. Embodying authenticity and defining your persona allows you to create a real connection with your clientele.
Connect with us!
Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
Whether you're a seasoned advisor or a newcomer to the field, there is no question that the early days within the financial advisory world can be challenging. Join Zach Conway and Kelsey McKenna as we offer a candid look into the critical early stages of a financial advisor's career. We share real-life accounts from those who've walked the path and insights on the necessary “scrappiness” and adaptability required to make it past the make-or-break first three years.
Our conversation goes beyond conventional wisdom, probing into how critical reflection and review are when growing a business. Embodying authenticity and defining your persona allows you to create a real connection with your clientele.
Connect with us!
Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!