How to Be a Successful Financial Advisor

Jamie said that if you're only a financial advisor because of the money, you're always going to be chasing it. Jamie shared how she was recently talking with a young financial advisor who said they were going to take a page from the TPR playbook and make a million dollars. You have to know who do you connect and work best with? What's your community? What business associations have you joined? What are your key performance indicators? What are you measuring success? Look at who you want to be, who do you serve, and then back into the money.