Entrepreneurship in Finance

Benefits of Financial Services Career Independence Flexibility Unlimited Income Potential Rewarded for results and hard work Job Security Helping People to Reach their Dreams

Opportunities Average Age of Financial Advisor Savings Rate in the US Baby-Boomer Generation Current Sources of Retirement Income

Financial Services Careers Insurance Investments Fee-based Financial Planning 401k Employee Benefits

What to look for when joining a firm Training Formalized Mentorship Structure Financial Support to transition into the business Own your client block Own your renewals

Attributes of Successful Financial Advisor Internally Motivated People Person Thirst for Knowledge, but lack of it does not paralyze Competitive Problem Solver Positive

Business Transition 1 st Year 3 rd Year 5 th Year 10 th Year

Decision on area of Finance What are your strengths What are your weaknesses Do you want to work for yourself Picture yourself doing your career