Rookie survival guide

The financial services industry is a notoriously difficult place for rookies to start and establish a career. Part one of this three-part series highlights some of the challenges rookies face. Part two, on Wednesday, offers prospecting strategies, and part three, on Thursday, outlines marketing tips for rookies. Learn more strategies for success in a video on IE.TV, and in a webinar featuring Joanne Ferguson, co-founder and president of Advisor Pathways, Inc.

July 3, 2014

Seven low cost marketing strategies for rookies

Richard Heft and Jillian Bannister, co-founders of Ext. Marketing Inc. explain how rookie advisors can develop affordable (even free) marketing strategies. They spoke with Tessie Sanci, reporter, with Investment Executive.

  • July 3, 2014 January 23, 2018
  • 10:51

Marketing your new practice

Tell your story and define your value proposition to promote yourself early in your career

  • June 26, 2014 December 19, 2017
  • 15:00

Finding the right prospects

Defining your ideal client up front can help you determine where to focus your prospecting efforts

  • June 25, 2014 December 19, 2017
  • 08:45

Reaching the five-year mark

Although the first few years as an advisor can be grueling, these strategies can help you survive – and thrive

  • June 24, 2014 December 19, 2017
  • 14:40