About Youtuber Hi, my name is Mark Albert and welcome to my YouTube Channel. Responses have been edited for length and clarity. That’s a valuable lesson. When evaluating offers, please review the financial institution’s Terms and Conditions. This was a huge wake-up call. Skills – She specializes in explaining the stock market to people in plain English. On the flip side, my mother did a great job of telling me about the positives. A lot of mainstream financial advice assumes that everyone has the basic information. The Association of African American Financial Advisors envisions a future where the Black community is financially savvy with expert guidance to sustain generational wealth. “You didn’t get the account because you were in the same country club,” he says. Her success has happened because she believes you have to … Then, in 2015, my cousin [who was raised in the same household as a brother] passed away. He offers advice on how to improve credit scores and save enough money to make significant investments. Fortunately, you can always gain some insights from African American financial advisors. The old ways of qualified lead generation for Financial Advisors are no longer working, therefore we created a new system for Advisors to use. OUR MISSION is aligned The Association of African American Financial Advisors serves to expand the community of successful Black financial professionals. The 7 Essential Traits of Successful Financial Advisors. Thankfully as technology has advanced, RIAs now have options when it comes to finding a broker-dealer that offers a more independent approach to client management. This year we’ve added five new voices and combined their wisdom with advice from our 2017 gurus. These financial gurus — with thousands of loyal followers — make everyday finance fun, accessible and easy to understand. Many financial advisors enter the industry with lofty goals and an entrepreneurial drive only to find their hopes and dreams crushed at the foot of one of the large wire houses. Bio – Courtney is a stockbroker and investment advisor, helping people use their money to earn passive income. We've identified 5 of them. What we do as Financial Advisors takes brains, but the intellectual challenge is not overwhelming. Many people graduate with a debt sitting on their shoulders that actively leaches their income. Yet, there are a few traits (which introverts have in abundance) that almost always make an advisor successful. History's most famous financial advisors are a varied lot. And among these, 9 in 10 use LinkedIn. So in February the first formal meeting of the Black Financial Advisors Network took place in St. Petersburg Beach, Florida, with about 30 people attending from across Raymond James. I need look no further than my own experience as a woman, minority financial advisor. Skills – Dominique is a financial expert and a realtor, so he helps people struggling to buy homes. He mixes financial advice with music, pop culture, and other such matters to make things interesting for his young audience. Skills – Copeman has ample experience in this field and has formal education from Temple University with a Bachelor of Business Administration in Accounting. Center Stage with Don Connelly & David Hubbard. He works on helping people build wealth instead of just focusing on making money. I learned that no matter what job you have, you can have an entrepreneurial spirit. Washington: When I first started, there weren’t as many financial personalities as there are today. This information may be different than what you see when you visit a financial institution, service provider or specific product’s site. Good advisors keep the lines of communication open, updating you on current financial issues and opportunities. It’s only been in my lifetime that blacks have had the right to vote, live in certain areas or hold certain jobs. I was always chasing more money. When you’re ashamed, you isolate yourself from people who could encourage you or keep you accountable. Who am I to think I can get out of debt? To help finance marketers gain insight into this trend, L He aims to make finances easy and fun rather than intimidating. Despite the challenges now faced by many small business owners these days, November 27, 2020. John is a Marketing Strategist and Consultant with a knack for financial literacy. I really admire what they were able to do with the money they had. I felt like I had done everything the way you’re taught to — I went to school, got a great education, started a successful business, saved. All financial products, shopping products and services are presented without warranty. Being a successful financial advisor or financial consultant requires more than mastering a collection of tips and techniques. But the truth is that there are lots of successful introvert financial advisors… and there are lots of successful extrovert financial advisors. Bio – Taylor started as most people do, graduating college with hefty debt and being fortunate enough to land a good job. I took a personal finance class and loved it — I realized how much stuff I didn’t know. Successful financial advisors … He aims to help clients simplify their finances so that they can reach any goal. This makes her a unique and interesting black financial advisor. Despite this, she has managed to build a six-figure stocks and options trade. You’re not thrust into [financial] conversations until you’ve made some bad decisions and now you’re playing catch-up. Written by Suzanne Muusers on April 26, 2013. She saved money from every paycheck. The Association of African American Financial Advisors serves to expand the community of successful Black financial professionals. He is an experienced financial expert who can help you overcome obstacles and create multiple revenue streams. Everything is different from person to person. The seventh annual Black Financial Advisors Network Symposium will be held virtually February 1-3, 2021. Stevens: My mom taught me you could make do without much. They include successful investors who share their knowledge with the masses, television celebrities who write books and swindlers. Because that is who I am, up to date content task excellent... The truth is that your kids can learn how to become a successful financial advisors make the popular. To help successful black financial advisors understand the stock market and create wealth plan their retirement and has worked a. 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