As financial advisors serve as the primary source of financial guidance for their clients, it is imperative for them to continuously educate themselves on emerging trends and techniques in the industry. However, in order to remain at the forefront of their field, advisors must also seek out opportunities for professional development. In this feature, we speak with someone who teaches and educates advisors, as well as other professionals in the industry.
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.
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.
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.
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.
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.
AdvisorFlow is a digital software for all financial advisors. We simplify data gathering for financial advisors while enhancing the client onboarding and compliance experience. To learn more about us and register, visit here.
