How to be Successful in Your First Year as an Advisor
It can be intimidating working with business owners, especially as a new advisor. John Brown, Founder of BEI, sits down with Mark Willis, CFP Certified Financial Planner with Lake Growth Financial Services to discuss how he works with junior advisors to find success in their first few years in the industry. \n\nMark has a unique perspective on the financial advice that he shares with his client and often refers to himself as \u201cnot the average financial planner.\u201d He often thinks outside of the box when it comes to sharing advice with business owner clients on the best ways to plan for the future. Mark shares some real-life stories of the unique strategies he has suggested to business owners with little to no market risk that supplied money for the business today while also saved funds for the inevitable exit at the same time. Tune in to learn some new tips and tricks from Mark.