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Career Lesson From A Financial Services Consultant At Capstone Partners Financial

A significant career lesson for Byron, a Financial Services Consultant, is to avoid self-criticism when facing rejection; "for every step back take two steps forward," is their approach to overcoming inevitable client setbacks.

Resilience, Overcoming Challenges, Motivation, Sales, Client Relations

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. Don't beat yourself up over setbacks; rejection is a part of the job.

2. Learn from every experience, both positive and negative.

3. Maintain a positive attitude and persistent approach in the face of challenges

Transcript

What is one lesson that you have learned that has proven significant in your career?

One lesson I've learned is not to beat yourself up. Sometimes you're going to get turned down a lot by a potential client. You just have to realize that no matter how much you know your stuff, no matter how wise you are in finance and investments, or how much of a people person you are, you're going to run into someone who will just turn you down.

There's nothing you could have done about it. So definitely don't beat yourself up. For every step back, take two steps forward.

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