How to Become a Financial Adviser | Bryan Smalley, Lance Peters, Charlie Horonzy

Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also explore the diverse paths to entering the financial services industry, including education, networking, and certifications. Inspirational pointers on thriving within the field, especially as a person of faith, are shared to guide aspiring financial advisors. If you’re considering a career change, or just want a little peek at the world of financial advising, this is the episode for you.
Key Takeaways:
• How are financial advisors regulated?
• What are the day to day activities of a financial advisor?
• What do Ben, Charlie, Bryan, and Lance enjoy most about this industry?
• What’s the difference between a financial advisor and a paraplanner?
• How does financial advising give an opportunity to make a difference in people’s lives?
• What certifications will you need to become a financial advisor?
Key Timestamps:
(00:00:00) - Introduction
(00:02:11) - Day-to-Day Life of a Financial Advisor
(00:09:21) - Different Roles and Specializations
(00:14:41) - Personal Connections and Client Relationships
(00:23:35) - Getting Started in Financial Planning
(00:28:30) - Specializations and Certifications
(00:34:30) - Finding Your Niche
(00:40:40) - Final Thoughts and Advice
Key Topics Discussed:
Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Bryan Smalley, Lance Peters, Charlie Horonzy, certified financial planner, regulations on planners
Mentions:
Website: https://catholicfinancialplanners.com/
Mentions:
https://www.kitces.com/
https://retirementresearcher.com/
More of Catholic Money Mastermind:
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
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