Favorite Parts of Working in the Financial Planning Industry As a Wealth Advisor
AK, Founder and Wealth Advisor at Buena Vista Financial Planning, appreciates the collaborative and helpful nature of the financial advising industry, finding "a lot of helpers, people who just wanna help people". This contrasts with initial skepticism, evolving into a recognition that a focus on client well-being, even at a potential financial cost, is key to success and a defining characteristic of the best practitioners.
Networking, Helping People, Financial Planning, Client Relationships, Industry Mentorship
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
AK Mashhoon
Founder / Wealth Advisor
Buena Vista Financial Planning
Cuesta College and Cal Poly, SLO
N/A
Business Management & Admin
Finance (Banking, Fintech, Investing)
Finance
Worked 20+ Hours in School, Transfer Student, Student Athlete, First Generation College Student
Video Highlights
1. Helping clients is a rewarding aspect of the job, and successful advisors often prioritize client well-being over strict revenue targets.
2. The industry comprises many helpful and supportive professionals who are passionate about assisting others.
3. Continuous learning and networking are valuable in this career path, as collaboration with peers provides opportunities for professional growth and knowledge sharing.
Transcript
What do you enjoy most about being in your industry?
Being in my industry, and this is something I've realized more recently as I've networked with advisors across the US, is that I've found a lot of helpers. These are people who genuinely want to help others.
When you talk to them, they want to know all about you, and you want to know all about them. You then realize, "Oh, this is why we're good at what we do."
Some advisors I speak with say, "I spent way too much time on this client. I know I'm not supposed to; they're not a large client." I tell them, "This is why you're good at what you do. This is why you have a successful practice."
Don't listen to coaches who say you only need to spend a certain amount of time with a client based on their revenue. I think that's what I've enjoyed most about the industry. It's the shift from my very first interview, thinking I didn't want to buy anything from these people, to realizing there are some really great individuals here I can learn from.