Check out our seventh installment of the Advisors Ahead podcast series. This week, our Chief Operating Officer, Clay Skurdal discusses the value of mentorship, guidance, and accountability. https://vimeo.com/151428757
https://vimeo.com/147862799 This week’s podcast is presented by our Chief Executive Officer, Craig Pfeiffer. In this Podcast, Craig discusses the importance of ethical responsibility as a financial advisor! For more information on Advisors Ahead and our Residency Program, please reach out using the “Contact Us” tab above.
https://vimeo.com/146784117 This week’s podcast is presented by our Chief Executive Officer, Craig Pfeiffer. In this Podcast, Craig discusses the importance of attaining a diversity of perspective and continuous learning! For more information on Advisors Ahead and our Residency Program, please reach out using the “Contact Us” tab above.
In a tough, job market right out of college, Advisors Ahead has helped me find the opportunity to learn and work for a financial advisory firm in Portland, OR. I am more than fortunate to have access to wealth management programs, Series 7 & 66 prep courses, and so on. Furthermore, the communication from the staff has been phenomenal from addressing everyday questions to easing the stresses of a new work environment. Overall, Advisors Ahead is a A+ business that’s aiming to influence the new generation of upcoming advisors to become successful and ethical in their future business practices. - JT [...]
https://vimeo.com/144887316 This week’s podcast is presented by our Chief Operating Officer, Clay Skurdal. In this Podcast, Clay discusses behavioral finance and the importance of managing client expectations from an emotional perspective. Please stay tuned for next week as our CEO, Craig Pfeiffer, will be discussing the importance of attaining a diversity of perspective and continuous learning! For more information on Advisors Ahead and our Residency Program, please reach out using the “Contact Us” tab above.
https://vimeo.com/143911276 This week's Podcast is presented by our Chief Operating Officer, Clay Skurdal. In this Podcast, Clay discusses the Demand for the Next Generation of Advisors- the need and impact of the NextGen talent in the financial advising industry. Also, stay tuned for next week as Clay will be discussing Behavioral Finance! For more information on Advisors Ahead and our Residency Program, please reach out using the "Contact Us" tab above.
Alexis Davis- Resident Financial Advisor "The Residency Program was posted on my University career page. After a few rounds of interviews, I was been given the opportunity to continue my passion of Financial Planning in New York City. The support available as I transitioned into this career path through the Residency Program was more than I could have asked for. I greatly enhanced my knowledge on the financial industry as well as the role and responsibilities as a financial advisor. I had the privilege to work on numerous financial plans with my mentor as well as speak with numerous advisors in regards [...]
Everyone who has ever had a friend knows how to sell. How you are with your friend is how to sell. Period. No other training necessary. You are now selling like a master. All the humor, all the giving and all the straight talk that shows up in friendship is also what works best in selling. All the candor, all the joy, and all the reality of being you is what sells and sells and sells. The absolutely fearless conversations of close friendships, and the sincere promises made and kept in friendship, also happen with the best sales relationships. If a [...]
My Advice for Graduating Millennials Written by Savannah Marie, Community Blogger | May 9, 2014 8:50 AM imgComments : 0 It’s around this time of year that I turn into a sentimental fool over being a college graduate. After all, last year during this time I was listening to the Dalai Lama speak words of wisdom to my graduating class at the superdome in New Orleans. It was one of the most profound and surreal moments of my life. Truly nothing compares to a Mardi Gras-style graduation complete with beads, umbrellas, and fireworks. Dr. John and Allen Toussiant, two Grammy Award-winning [...]
Advisors Ahead is committed to helping you establish an incredible career. A career that will help others, the community in which you reside and provide you financial security and work/life balance. We are here to help. However, there appears to be a paradox in asking for help. It appears to be a sign of weakness or surrender, when, in truth, it is a sign of strength. "Not" asking for help only means you have a bigger commitment to your story than you do to your success. Maybe your story says you don't need help. That you are a rugged individual. Your [...]