Download a complimentary copy of Chapter 1 as a PDF file now!
Hello. I am writing because I read your article “A Career Path Traveled the Hard Way” in FPA’s Practice Management Solutions May/June 2011 edition. I thoroughly enjoyed it as it reminds me a lot of my own career path. I graduated from Bucknell University in 1997 and entered the financial services industry with T. Rowe Price in 2004. I now work for a financial advisory firm, CAPTRUST Financial Advisors, headquartered in Raleigh, NC.
I am hoping you can give me some tips or pointers on how to move my career forward. For the past 6 years, I have worked in the employee education and advice space. I recently obtained my CFP, but would now like to venture on to a wealth management practice. However, because I have no direct sales experience and no current book of business, I am struggling to get someone or some firm to hire me.
Anyway, any guidance or words of advice would be much appreciated.
Thanks for your time,
Your email address will not be published. Required fields are marked *
You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>
<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>
Notify me of follow-up comments by email.
Notify me of new posts by email.