In a Nutshell: Technology is going to absorb most of the technical aspects of our work, so we have to become experts at what it means to be human. And advisors who embrace and further develop their "human" side of advising will thrive no matter how technology evolves.
Guest: Clare Ciervo, CFP®, Advisor & Financial Planner at Balanced Rock Investment Advisors.
Most advisors effectively handle the money question. Few are adept at handling the emotion question.
In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client’s retirement coach and help them navigate this tricky transition to retirement.
For the full presentation, please register for our free webinar on June 29 at 2:00 ET.
To register, visit: https://us02web.zoom.us/webinar/register/WN_bkodSXOASbyT0eTyIBH4wg
This program has been accepted for one hour of CE credit from the CFP Board and for one CE hour toward the CIMA/CIMC/CPWA designations.
What do you need to be a successful financial advisor?
An Ivy League degree in finance? A family practice that you can inherit? A group of wealthy connections that you can network? An "in" at one of the major firms?
Well, Rebecca Rothstein doesn't check off any of those boxes, and she's currently managing over $4.5 billion in AUM.
Without even a high school degree, Rebecca left home at age 17. She bounced through a series of odd jobs -- including walking racehorses after they'd finished running -- and by the late 1980s she was slogging through an unfulfilling sales position. She jumped to finance and earned her Series 7 just weeks before Black Monday. Anxious investors looking to take their portfolios in a new direction responded to Rebecca's curiosity and tenacity, two traits that she credits with helping her build her business brick by brick, one phone call at a time.
Today, from her office in Beverly Hills, California, Rebecca's client list includes celebrities, athletes, musicians, and top CEOs and entrepreneurs. Rebecca has appeared numerous times on Barron's List of the top financial advisors, and according to Forbes, is currently the #1 woman advisor in the United States.
In our conversation, Rebecca Rothstein and I discussed how drive and perseverance helped her to overcome the obstacles she faced early in her life and build a multi-billion-dollar AUM business.
(Notes: This is a rebroadcast from October 2018.)