"Passed! Thanks to the Danko team for getting me to the finish line. It was hard, but I had the tools!"
Becoming a Financial Advisor
Getting Started As A Financial Advisor
All are welcome however this program is ideal for branch operations, corporate associates, and career changers looking to explore becoming a financial advisor or financial planner.
Program Dates:
- Series consist of 2 sessions: Wednesday, March 27 AND Wednesday, April 17, 2024
- 12:00 - 1:30pm (eastern time)
Session 1—Behind the scenes (March 27, 2024)
- Personality traits of successful advisors
- How advisors are compensated
- Setting goals on building a business
Session 2—Attracting and Working with Clients (April 17, 2024)
- Marketing yourself
- The client acquisition process
- Financial planning in practice
Program Details
- Program includes 2 group sessions (1.5 hours each session)
- Sessions will not be recorded.
- Cost: $275 per person
Questions?
Please email study@amiablelife.com.