Awesome video! There’s a lot of misconceptions about this career path. Nothing worse than a family member asking what’s the best stock to buy right now lol.

@straighttalks-ajsrmek323

Жыл бұрын

Right! Lol

Last 2 mins was the best - Superior returns guaranteed !

@straighttalks-ajsrmek323

Жыл бұрын

Haha always.

The last bit was top class 😂👌

Love the talks my friend! 6 was my favorite, but 7 definitely holds a special place in my heart, haha! Thanks for the continued candor!

Your bonus has me convinced. Going to become a Financial Advisor now.

@straighttalks-ajsrmek323

Жыл бұрын

It so true and 100% real!

@centralhoustonhomeschoolco1260

Жыл бұрын

I knowwww. Lol great video. I chuckled on having to swat off the swarming ladies but totally respect his loyalty to his wife. Kudos!

Sooo great. Cracking up at the end. Very helpful video 👊🏽

I subscribed solely from the last point. Very nicely said!

The 'Best For Last' was hilarious! Nice video.

You almost always get me with that sense of humor of yours 😭

This is a great video man! Thanks for sharing

LOL the last one was hilarious! You are so cocky and confident. LOVE IT LOL

Not the Gucci handbags 😂🤣 the end had me weak!! Good stuff! 😅

Thanks for sharing awesome tips! I'm financially free and currently growing a solid retirement plan. It takes a positive and consistency to learn new things, unlearn the old habits Ms important to get a mentor/coach to lead you all the way. It's great to start young too!

@John-ly8ky

Жыл бұрын

Hi, I'm 43 working on my retirement funds too What do you think is the best target for retirement?

@bashirauwal5825

Жыл бұрын

@@John-ly8ky Personally I think 1m is the goal to overcome inflation and having them in an investment portfolio is a perfect plan. I'm halfway to my goal 😇

@bashirauwal5825

Жыл бұрын

@Priest Lee yeah. Fees and commissions are factors to look at in search for financial advisers. There's financial experts out there who do not look at their fees but the impact and intrinsic value they bring along to you no matter how little you want to start. I'm glad I had one guide me start my financial journey

@bashirauwal5825

Жыл бұрын

@Christabel I work with Rachel Blanc, her services are cost effective and very efficient. I recommend her to anyone, anytime any day. she's really great You can do your own due diligence

@John-ly8ky

Жыл бұрын

Any way to reach Rachel?

Lol the last two minutes. I do tax prep now and it is seriously like being a therapist. Grateful I went through some shitty times to be able to help others going through it. And so glad I have tax knowledge! Thanks for the info.

Really good video learned a lot thank you!

@straighttalks-ajsrmek323

11 ай бұрын

Thanks for watching!!!

Thank you for the talk. LOVE the humor.

@straighttalks-ajsrmek323

4 ай бұрын

Happy to do it. Thanks for watching!

very useful and warning noted

Amazing vid, I believe H&R Block offers a tax class that I plan on taking

Number seven is hilarious!

“Extremely humble and the smartest person I Know” 😂

New goal has been added onto the list. Become a single, not married financial advisor. The best for last got me hooked. I am an accountant, so I think once I become a Chartered Accountant there may be a similar effect. I just need to hit up a gym and get some muscles until then. The downside of being an accountant is unreasonable hours. I am literally on meds to try maintain the level of anxiety and prevent my nervous system from collapsing.

@straighttalks-ajsrmek323

Жыл бұрын

That a good goal, but you should never sacrifice health for work!

Thanks you for this video, it was very helpful. Since you said tax is so important, I’m wondering you you think it’d be beneficial to be a CPA as well as a CFP. Would it increase the opportunities that are available? Would it increase the value I could bring to a client? I’m an undergraduate finance student wanting to be a financial advisor with the long term goal of eventually owning my own firm.

@straighttalks-ajsrmek323

Жыл бұрын

Yes, yes, and yes! Taxes are so important. The CPA would be great to have.

To all financial advisors out there, we express our gratitude to all of you! Thanks Aj, we appreciate you sharing these 7 tips with us. My favorites are the last two. I'm just curious about where and how you create leads that attract more clients and prospects?

@straighttalks-ajsrmek323

9 ай бұрын

Mostly just referrals from existing clients.

@searchbug

9 ай бұрын

Oh I see, a genuine endorsement because of your great service! I wonder if you also do cold outreach?@@straighttalks-ajsrmek323

Great ending 😂😂

Wish I would have saw this before I got my 6, 63, 26, & 65

Great video............☺️😃😆

@straighttalks-ajsrmek323

Жыл бұрын

Thanks!

Last two minutes show how great he is at prolonged b.Sing lol

What tax classes would you recommend, what institution offer these types of courses? Names of them

The last one😂😂😂

The end caught me off guard 😂😂😂

@cookingcreativitytravel3551

9 ай бұрын

😂lol you and I both.

I did not expect that ending at all oh lord help me

@straighttalks-ajsrmek323

Жыл бұрын

LOL

Last bit earned a sub lmaoo

@straighttalks-ajsrmek323

19 сағат бұрын

LOL thanks.

Lmfao 🤣 the end was hilarious

Hello AJ, are you currently still a financial advisor? Currently I work in operations at a broker dealer and I am about to pass the series 7. I would like to move forward my current position since it is more back office and customer service. Did you need any other qualifications besides licensing?

@straighttalks-ajsrmek323

Жыл бұрын

Yes i am, you just need the series 7 to start!

Great stuff! I don’t think one needs to be licensed to file a tax return though

@straighttalks-ajsrmek323

4 ай бұрын

Oh true i think you are right.

I wish I had seen this video before 2019! 😅

@straighttalks-ajsrmek323

Жыл бұрын

LOL hopefully nothing bad has coming from not seeing it!!

Do you sell a lot of life insurance?

@straighttalks-ajsrmek323

Жыл бұрын

A few policies per year on average.

@Jomomma336

Жыл бұрын

@@straighttalks-ajsrmek323 Thanks for the reply, love your videos man. I’m currently studying to take the LAH exam. Then it’s on the SIE and Series 7.

@straighttalks-ajsrmek323

Жыл бұрын

@@Jomomma336 Best of luck! And thanks for the support on the videos.

Is there a fear that AI will replace the CFP role in business? If not, why?

@straighttalks-ajsrmek323

Жыл бұрын

No. It might replace portfolio management, but it can't replace personal service. Part of the CFP role is a human connection.

@DillonHendren

Жыл бұрын

@@straighttalks-ajsrmek323 understood! Thank you. How many hours is the industry average that you will work as a FA?

@DillonHendren

Жыл бұрын

The reason I ask.. I’m seriously considering becoming a cfp but I also have a family that I want to make sure I spend time with. I’m concerned about the work life balance

@straighttalks-ajsrmek323

Жыл бұрын

@@DillonHendren If you get in with a good wealth management group you wont work more than 50 hours per week. Email me if you want to talk about a job.

like for loyalty

@straighttalks-ajsrmek323

Жыл бұрын

Thank you king.

CFA Level 1: Results are coming out this Thursday !

@straighttalks-ajsrmek323

Жыл бұрын

Can't wait

hahaha, hilarious, yes you are right, good looking guy for female clients and beatiful women for male clients!

Dude was tripping in the last two minutes

@straighttalks-ajsrmek323

Ай бұрын

LOL

last point, are you serious?

@straighttalks-ajsrmek323

8 ай бұрын

Nope

What I got out of this video. If you want a large quantity of women: become a financial advisor 😂

@straighttalks-ajsrmek323

9 ай бұрын

LOL

As a woman will the men throw themselves at you? 😭

@straighttalks-ajsrmek323

2 ай бұрын

Oh most definitely. But only finance bros.

Without knowing anything, I feel like these are pretty obvious. If you didn't know these before becoming an FA, I feel bad for your clients