{"id":499,"date":"2026-01-12T08:00:36","date_gmt":"2026-01-12T08:00:36","guid":{"rendered":"https:\/\/smartmoneymaps.com\/?p=499"},"modified":"2026-01-12T08:00:36","modified_gmt":"2026-01-12T08:00:36","slug":"financial-advisor-career-what-they-dont-tell-you","status":"publish","type":"post","link":"https:\/\/smartmoneymaps.com\/?p=499","title":{"rendered":"Financial Advisor Career &#8211; What They DON&#8217;T Tell You"},"content":{"rendered":"<p><iframe loading=\"lazy\" width=\"480\" height=\"270\" src=\"\/\/www.youtube.com\/embed\/DCAVGN50E5s\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>Financial Advisors<br \/>\nJoin thousands of advisors and get video access not available anywhere else.<br \/>\nhttps:\/\/www.streamlinemypractice.com\/newsletter <\/p>\n<p>\u2705 Join My Next Cohort of Advisors:<br \/>\nhttps:\/\/davezoller.org\/future-of-advice-youtube<\/p>\n<p>\ud83d\udc24 CONNECT WITH ME\ud83d\udc24<br \/>\nTwitter &#8211; https:\/\/twitter.com\/davezoller_<br \/>\nLinkedIn &#8211; https:\/\/www.linkedin.com\/in\/davezoller<br \/>\n________________________<\/p>\n<p>This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. <\/p>\n<p>Some of the things we&#8217;ll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We&#8217;ll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick. <\/p>\n<p>Financial Advisors have an important role in removing the burden of finances from their client&#8217;s shoulders.<br \/>\nAnd this is the place for them to come and grow as an advisor.<br \/>\n_______________________<br \/>\nPOPULAR VIDEOS<br \/>\nAdvisor&#8217;s First Meeting Process. What&#8217;s Missing Since Moving to Virtual Meetings with New Clients.<br \/>\n<iframe loading=\"lazy\" title=\"Advisor&#039;s First Meeting Process. What&#039;s Missing Since Moving to Virtual Meetings with New Clients.\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/v3NNBr3RA4Q?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>THE BEST FIRST MEETING QUESTIONS<br \/>\n<iframe loading=\"lazy\" title=\"Advisors, Start Your Meetings With These Questions. Financial Advisor Training.\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Tv4ywFaISMo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you. <\/p>\n<p>Music<br \/>\nStar Sky &#8211; Simon Gro\u00df<br \/>\nSubway Dreams- Dan Henig<\/p>\n<p>#financialadvisortips  #streamlinemypractice #dayinthelifeofacfp<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial Advisors Join thousands of advisors and get video access not available anywhere else. https:\/\/www.streamlinemypractice.com\/newsletter \u2705 Join My Next Cohort [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":500,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-499","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/smartmoneymaps.com\/?p=499\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Advisor Career - What They DON&#039;T Tell You - Personal Finance Secrets\" \/>\n<meta property=\"og:description\" content=\"Financial Advisors Join thousands of advisors and get video access not available anywhere else. https:\/\/www.streamlinemypractice.com\/newsletter \u2705 Join My Next Cohort [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/smartmoneymaps.com\/?p=499\" \/>\n<meta property=\"og:site_name\" content=\"Personal Finance Secrets\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-12T08:00:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/01\/ytb_thumb-20.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"480\" \/>\n\t<meta property=\"og:image:height\" content=\"360\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/smartmoneymaps.com\/#website\",\"url\":\"https:\/\/smartmoneymaps.com\/\",\"name\":\"Personal Finance Secrets\",\"description\":\"All You Need To Know About Personal Finance!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/smartmoneymaps.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/smartmoneymaps.com\/?p=499#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/01\/ytb_thumb-20.jpg\",\"contentUrl\":\"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/01\/ytb_thumb-20.jpg\",\"width\":480,\"height\":360},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/smartmoneymaps.com\/?p=499#webpage\",\"url\":\"https:\/\/smartmoneymaps.com\/?p=499\",\"name\":\"Financial Advisor Career - What They DON'T Tell You - Personal Finance Secrets\",\"isPartOf\":{\"@id\":\"https:\/\/smartmoneymaps.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/smartmoneymaps.com\/?p=499#primaryimage\"},\"datePublished\":\"2026-01-12T08:00:36+00:00\",\"dateModified\":\"2026-01-12T08:00:36+00:00\",\"author\":{\"@id\":\"\"},\"breadcrumb\":{\"@id\":\"https:\/\/smartmoneymaps.com\/?p=499#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/smartmoneymaps.com\/?p=499\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/smartmoneymaps.com\/?p=499#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/smartmoneymaps.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Financial Advisor Career &#8211; 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