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Manage episode 417136543 series 3558872
コンテンツは NAIFA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、NAIFA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Evan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals and their families.

As a firm believer in professional education, Evan holds several distinctions, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP). He is highly active in the Society of Financial Service Professionals (SFSP) and NAIFA, demonstrating his leadership by advocating for the industry's future and committing to legislative impact.

In this episode…

With the recent decline in financial service advisors, the industry is facing a labor crisis. How can industry professionals attract aspiring advisors and shape their careers?

From a young boy awed by his father’s role in the financial services industry to becoming an influential force within it, Evan Fabricant emphasizes the symbiotic relationship between personal and professional development. He highlights the significance of authenticity and maintaining a learner's mindset in mentoring young professionals for a sustainable future in the industry. Through active participation in industry associations and advocacy efforts, financial advisors can shape policies and programs crucial to practice development. Evan's story is a testament to resilience, the power of relationships, and his unwavering belief in the industry's future as shaped by dedicated professionals like him.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with financial advisor Evan Fabricant to discuss the impactful moments that shape a financial advisor's career. Evan shares how he got into the financial industry and the profound impact of familial support, the core values he learned from competitive golf that apply to the financial advising industry, the importance of education, his involvement with SFSP and NAIFA, and the value of mentoring aspiring advisors.

  continue reading

65 つのエピソード

Artwork
iconシェア
 
Manage episode 417136543 series 3558872
コンテンツは NAIFA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、NAIFA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Evan Fabricant is a financial advisor committed to helping his clients achieve their financial goals, whether planning for retirement or exploring efficient strategies to pass on their wealth to the next generation. Evan has been advising clients since 1997 and is passionate about forming genuine relationships and positively influencing individuals and their families.

As a firm believer in professional education, Evan holds several distinctions, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP). He is highly active in the Society of Financial Service Professionals (SFSP) and NAIFA, demonstrating his leadership by advocating for the industry's future and committing to legislative impact.

In this episode…

With the recent decline in financial service advisors, the industry is facing a labor crisis. How can industry professionals attract aspiring advisors and shape their careers?

From a young boy awed by his father’s role in the financial services industry to becoming an influential force within it, Evan Fabricant emphasizes the symbiotic relationship between personal and professional development. He highlights the significance of authenticity and maintaining a learner's mindset in mentoring young professionals for a sustainable future in the industry. Through active participation in industry associations and advocacy efforts, financial advisors can shape policies and programs crucial to practice development. Evan's story is a testament to resilience, the power of relationships, and his unwavering belief in the industry's future as shaped by dedicated professionals like him.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with financial advisor Evan Fabricant to discuss the impactful moments that shape a financial advisor's career. Evan shares how he got into the financial industry and the profound impact of familial support, the core values he learned from competitive golf that apply to the financial advising industry, the importance of education, his involvement with SFSP and NAIFA, and the value of mentoring aspiring advisors.

  continue reading

65 つのエピソード

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