How to Become a Financial Advisor

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 19 October 2018

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s mini-episode of The Money Guy show is a compilation of road shows we put together for our #AskTheMoneyGuy series.

In today’s listener-inspired episode, we cover a question we get all the time that we didn’t realize would come up as often as it does and that is how to become a financial advisor. This one is near and dear to our hearts as financial advisors ourselves and a question we’re happy to answer in this week’s installment of The Money Guy Show.

Be sure to join us on the road this week as we talk about how to become a financial advisor.

For more details, visit the show notes on our website:

https://www.moneyguy.com/2018/10/how-to-become-a-financial-advisor/

Transcript

Click on a timestamp to play from that location

0:00.0	Hey, Money Got Family.
0:01.0	Joe's Brian Preston and Mr. Bo Hanson back with another episode of Ask The Money Got.
0:06.8	That's right.
0:07.8	You guys have financial questions.
0:09.1	We have financial answers.
0:10.1	If you want to ask us a question, go out to your favorite social.
0:13.2	Use the hashtag Ask The Money Got and we will answer your questions.
0:17.6	It's Brian Preston, the money guy.
0:20.4	Restoring order to your financial chaos.
0:23.4	Retirement.
0:24.4	Investing.
0:25.4	Taxing.
0:26.4	You've got financial questions.
0:27.4	He's got financial answers.
0:29.4	It's Brian Preston, the money guy.
0:33.4	So Brian, today is one that we get all the time and it's not one that we ever really
0:37.8	thought we would get because we're always surprised when we find folks listen to us
0:41.5	that have this mindset and this is the way the conversation goes.
0:45.1	Guys, I hear what you do.
0:46.8	It looks like you love it.
0:48.2	I think I might want to go into the financial advising world.
0:51.3	How do I begin a career in financial planning?
	...

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