Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Financial Planning > Behavioral Finance

Insurance is an apprenticeship industry

Your article was successfully shared with the contacts you provided.
I think every advisor can look back and see mistakes they made. I think a few of my most significant lessons were:
  1. You will never know it all. Don’t be paralyzed early on thinking you need to know everything before you can move ahead. I found that I learned a lot from doing and meeting with clients — sort of an “on the job” training. This industry is constantly changing and you will always be learning but that’s one of the things I love most about working in financial services. Never a dull moment!
  2. Find a mentor. Early on I found several mentors that wanted to see me succeed. Rubbing elbows with each other was such a critical piece of my success journey and it continues to be. For me, I got involved heavily in NAIFA right away in my career. Sharing ideas and talking through cases with my mentors because a critical piece for me. Financial Services can be a lonely business, but it doesn’t need to be. There are many that are willing to help and share ideas.  
I wish you great success!