Favorite Parts Of Being A Financial Services Consultant At Capstone Partners Financial
Byron, a Financial Services Consultant, enjoys the social aspect of the role, stating that they are "a people person" who appreciates "meeting up with people" in various locations, such as "golf courses" and coffee shops, to connect with clients. This extroverted approach to client interaction is a key element of their success as a financial consultant.
Networking, Communication, Client Interaction, People Skills, Financial Services
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Byron Lopez
Financial Services Consultant
Capstone Partners Financial
Loyola Maymount university
UT Austin
Economics
Finance (Banking, Fintech, Investing)
Finance
Veteran
Video Highlights
1. Enjoys the social aspects of the job and meeting clients in various settings (golf courses, coffee shops).
2. Highlights the importance of networking and building relationships with clients.
3. Emphasizes that being a people person is key to success in this role.
Transcript
What do you enjoy most about being in your current role?
Honestly, I'm an extrovert and enjoy meeting up with people. Sometimes, I like to keep it a little nontraditional, like when we're 20 or 24.
I've met with people at golf courses and at a coffee shop in Newport Beach. This allows me to explore and be in places where I'm talking to clients and meeting new people.
To me, I'm a people person and I like talking to others. It's the social aspect of being a financial planner or consultant that I enjoy.