A Few Tips for A Financial Advisor Straight out of College

Tuesday, October 17, 2017 | 9:12 pm

Are you fresh out of college and pursuing a career as a financial advisor? Then you’re just like me; I started right after graduation because I knew what I wanted to do, and I was ready to dive in head first.

It was a great decision, but there were a lot of bumps along the road. Mainly, the growing pains of a bright eyed and bushy tailed young man trying to make it with no experience. I was worried that no one would trust giving their money to a 22-year-old “kid.”

It took a lot of hustle, but I’m going to share a few secrets about how I was able to rise to the top.

#1 Age Doesn’t Matter…

What matters is CONFIDENCE, If you don’t have (or at least simulate) confidence, you won’t make it. When I was first starting out, I spoke with people twice my age almost every day, and they followed my recommendations because I truly believed in myself.

If you fail to come off as confident, nobody will trust you with their future. If you can show, explain, and justify your recommendations in a manner that shows knowledge, experience, and poise, nobody will ask your age. And if they do, it won’t matter; you’re the one with the knowledge, and they’re the one there to learn.

#2 Become a Skilled Sales Person

Confidence and sales skills are two different things. You need both. Make sure you spend time learning sales psychology. Learn how to close; that’s what I teach my young Platinum Taylor Method coachees. Also, get help at the BEGINNING of your journey from a seasoned advisor to help set you on the right path.

#3 Get Really Good At The Job

You don’t want to be strong and wrong with your recommendations; eventually, that will start to catch up with you. As a rookie advisor, you need to invest major time in studying the ins and outs, so you’re offering clients the best options for them.

Overall, mindset is everything. If you feel you are too young, others may as well, but if you feel confident and have the education, ability, motivation, and drive to put into your budding career then age is just a number! Heck, the opposite could be said that a 22-year-old has fresh ideas and lots of energy (and lots to prove!) and the well-established financial advisors might be more set in their ways.

Get used to making phone calls and do a lot of joint work. I wrote an entire post about the importance of joint work that you can read here. Eventually, you’ll have the knowledge and confidence, and that will come through.

Good luck!


Eszylfie TaylorEszylfie Taylor is the founder and president of Taylor Insurance and Financial Services and the Creator of The Taylor Method, his online sales system for financial advisors. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business Management. Prior to founding his own brokerage, he was a standout financial advisor at New York Life, finishing his career there as the highest producing advisor in the history of the African American market. www.thetaylormethod.com




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