There are jobs, and there are professions.
People in the second category often look down at financial advisors. They think they are merely salespeople and do not deserve to be included in the same category as themselves. If you find yourself in this situation, how can you claim your rightful spot?
According to Indeed.com, professionals are usually “highly qualified individuals who have undergone a significant period of education and training.” The Britannica dictionary, meanwhile, uses the words “relating to a job that requires special education, training or skill.”
What characteristics do professionals like doctors, lawyers and accountants have? What about engineers and teachers? How does that relate to the financial services industry?
You can make the case that financial advisors are professionals and can be counted as such alongside lawyers and CPAs. With a little online research, you can show that there are instances of doctors, lawyers and CPAs becoming financial advisors.
Here are seven markers that help define professionals in financial services.
Bryce Sanders, president of Perceptive Business Solutions Inc., provides high-net-worth client acquisition training for the financial services industry.
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