Ladder Training with an open architecture environment
Financial Advisor (Former Employee) – Chicago, IL – March 28, 2018
My day to day would change constantly depending on client meetings, which take priority over building portfolios, training classes, pursuing prospective clients, ect. I learned a great deal of what full financial planning entails as it is often misrepresented in the industry with regards to just focusing on one area. My manager was key, especially in the beginning, with coaching how to best approach certain individuals, what strategies are more appropriate, and how to build upon my relationships with them. The workplace was very open with a team oriented feel of encouragement. I would say the hardest part of the job would be strengthening your confidence when presenting to higher net worth individuals that are often 2, maybe 3 times older. The most enjoyable part of the job would definitely be the flexibility in terms of traveling to various companies and the experience gained with each meeting/presentation.
Unorthodox structure, The company has not been around long enough to have the reputation/credibility of most competitors.