I think every advisor can look back and see mistakes they made. I think a few of my most significant lessons were:
- 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!
- 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!