Could you tell us about your career path so far and any major achievements?
After leaving the military in 2006, I joined my parents' education business due to my background in teaching and learning development. While helping to expand the course offerings, I met a consultant who inspired me to teach life insurance classes to professionals. Teaching these classes was a great learning opportunity, and I've built valuable relationships with many of my former students. Though I didn't plan on a career in financial services, I'm grateful for the opportunities that have come my way and enjoy helping others succeed in the industry.
What sets Business Career College apart from other organizations that educate financial advisors?
At Business Career College, we prioritize understanding our clients' businesses and making our courses easily accessible to fit into busy schedules. Our courses meet regulatory requirements and aim to help advisors better interact with their clients while not interfering with running their businesses. We believe advisors should prioritize manageable courses that enhance their skills.
What are some common challenges students face when preparing for financial exams, and how does BCC address them?
Many students come to our classes solely focused on technical knowledge. While important, passing an exam requires behavioral skills like time and stress management, which we teach in our classes. If students haven't gone through a core curriculum, we recommend taking classes that refresh that knowledge.
Do you have any tips for aspiring financial planners or advisors considering joining the industry?
Before starting a career in the financial services industry, do your research and consider all the options available. Read books, talk to people in the business to understand what to expect and what area you might want to specialize in. Having a solid foundation before starting is better than figuring things out as you go.
How has technological change impacted your work and the industry, and do you have any predictions for the future?
Learners today are more willing to take courses online, and COVID has accelerated the cultural shift towards online learning. While access to online content has improved, the real difference has been in the willingness of learners to embrace online learning.
