Career Advice for Financial Advisors: Building Your Brand & Client Base with Josh and Paisley скачать в хорошем качестве

Career Advice for Financial Advisors: Building Your Brand & Client Base with Josh and Paisley

In Quick Takes: Episode 5, we're getting real about career missteps — 👉 *What's the worst career advice you've ever received?* This episode explores the terrible advice we've encountered (and sometimes followed) throughout our careers, and what we learned from those experiences. 💡 *In this episode, you'll learn:* • Why "fake it with confidence" is dangerous advice that can destroy trust and credibility. • The problem with feeling obligated to stay loyal to an employer for arbitrary time periods. • Why chasing money alone can lead to a revolving door of jobs without real career progression. • The pitfalls of short-term thinking and high "discount rates" on your career decisions. • How taking a step back or a lower-paying role can sometimes accelerate your career long-term. • The importance of admitting when you don't know something instead of fabricating answers. • Why you should prioritize personal fulfillment and family over blind loyalty to employers. • The value of finding someone 10 years ahead of you to model your career path after. • How to balance financial needs at different career stages with long-term growth opportunities. --- 🎙️ *Subscribe to Building Better Portfolios* for more conversations with top investors, fund managers, and financial thinkers. 📧 *Business inquiries:* buildingbetterportfolios@gmail.com The views and opinions expressed are those of the hosts and do not reflect the views of any employer or firm. This podcast is for informational and entertainment purposes only and should not be considered investment, legal, or tax advice. --- ⏱️ *Timestamps / Chapters* 00:00 – Opening: Sometimes taking a step back helps you take several steps forward. 01:48 – Josh's worst advice: "Just make something up with absolute confidence." 02:54 – Paisley's counter-advice: Always admit when you don't know and commit to finding the answer. 04:29 – The myth of employer loyalty: Why staying too long for the wrong reasons hurts your career. 06:43 – Putting family and personal fulfillment before work loyalty. 08:00 – The reality check: Large companies will let you go if they need to, regardless of loyalty. 09:50 – The danger of only chasing money: Short-term gains vs. long-term career growth. 11:37 – Josh's concept: Having a "low discount rate" on your life and career decisions. 13:35 – The best advice: Push yourself outside your comfort zone and take calculated risks. 14:57 – Finding someone 10 years ahead of you to model your career path after. --- 🔖 *Hashtags* #BuildingBetterPortfolios #financepodcast #careeradvice #investing #wealthmanagement #careerdevelopment #financialservices #professionaladvice #investingforbeginners #careergrowth #financeindustry