Financial Advisor

Shortlist
Mentors from the field
Learn about the field . What day to day work would look like . Growth opportunity & prospects . Interview preparation . Transition advise . Networking


JOSIE LANE
Current position
Journalist, communist & editor for Hindustan Times, DNA & Nat Geo Traveler. She's covered stories from travel start-ups, communities, gentrification, gender issues, and human rights.
Career prospects & criteria
Understand the prospects within the career & the education & other skills you need to make it.
Educational Qualifications
Bachelor's degree in Commerce/Finance
What you need to get started
Soft Skills
Excellent communication skills
Ability to comprehend data and provide solutions
Analytical way of thinking
Good networking skills
Good with research
Problem solving skills
Keeping up the trends and the market
Ability to develop a professional bond with your clients
Technical Skills
Colleges in India
Colleges Abroad
Books
Advice That Sticks: How to Give Financial Advice that People Will Follow
Storyselling for Financial Advisors: How Top Producers Sell
The Million-dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers
Small Giants: Companies That Choose to Be Great Instead of Big
The Pocket Guide to Sales for Financial Advisors
The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer