In this episode of FIN-LYT by EWA, Matt Blocki and Stephanie Bogden engage in conversation around the various career paths available to financial advisors.
Are you a financial advisor at a crossroads, pondering your next move? This episode explores the pros and cons of various career options, from staying put at a broker-dealer to joining a mega conglomerate within one, venturing into a tuck-in practice, or even taking the step of starting your own Registered Investment Advisor (RIA) firm.
The discussion includes a list of the most crucial factors to consider, such as flexibility, economic advantages, and business development opportunities that come with each career path. They emphasize the importance of aligning your values and priorities with your chosen path, whether it's autonomy, security, lifestyle, or growth. They emphasize self-awareness and due diligence before making a decision and why choices driven solely by financial incentives may not always lead to the most fulfilling career.
Matt outlines the financial investment required when starting your own RIA and the critical need to establish a strong foundation for future growth. Lastly, Matt and Stephanie share the experience of growing EWA from $120 million to $400 million in assets under management (AUM) in just three and a half years. Listen in and learn more about how to navigate the career paths available to financial advisors in today’s business landscape.

Resources:
https://wealthadvisortraining.com/
Connect with Wealth Advisor Training on Social Media:
https://www.linkedin.com/company/wealth-advisor-training/
https://www.facebook.com/WealthAdvisorTrainingWAT
https://www.instagram.com/wealthadvisortraining/

Additional Content Available on YouTube:

https://www.youtube.com/@Pathto1Billion