Intelligent Investing #59 - Cody Harmon and Glenn Leest, what is it like to be a financial advisor

Intelligent Investing with Glenn Leest

In this episode Glenn Leest and Cody Harmon (Glenn's Adviser Assistant) talk about what it like to be a financial adviser. Is what Cody is learning in his financial degree applicable to the everyday work as an investment adviser?

• What are the exciting parts of this job?
• What are things that were explained in School about being an Adviser?
• What are the most important areas of focus in being a financial Adviser?
• Marketing, Communication and relationship building. Why these three areas are of utmost importance to success in the industry.

Thanks for joining us on Intelligent Investing with Glenn Leest! Your go-to source for navigating the complex world of finance and becoming an intelligent investor. We appreciate your trust in us and your commitment to your own financial future.
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Glenn Leest
Senior Investment Advisor
WT Wealth Management
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We'll be back with more insights into intelligent investing and how it relates to your world.
Stay informed and make those smart financial choices.
Until next time, this is Intelligent Investing with Glenn Leest, helping you make your money work for you.
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