Segments in this Video

Retirement Planners: Main Duties and Responsibilities (00:16)


Roy Innella advises people on saving for retirement and how to disperse their funds during retirement.

Retirement Planners: Career Beginnings (00:28)

Innella has been an advisor for ten years after being a business owner for thirty years. He enjoys independence and a good income.

Retirement Planners: Keys to Success (00:42)

To be a good financial advisor you must like working with people and have the knowledge to provide financial strategies.

Retirement Planners: Education and Certification Requirements (00:46)

Innella is a licensed investment advisor and insurance representative in the state of Pennsylvania.

Retirement Planners: Workplace Atmosphere (00:47)

Innella sets his own hours to accommodate his clients. His earning potential is unlimited.

Retirement Planners: Advice for Aspiring Pros (00:59)

Those interested in being an independent financial advisor need to be open-minded and self-motivated. Innella prefers working alone to working for a corporation.

Retirement Planners: A Day on the Job (01:23)

Innella begins his day at the office by returning emails and prospecting for new clients. Finding people to interact with is the most challenging part of his job. His afternoon is spent meeting with prospective clients.

Retirement Planners: Industry Goals and Services (01:32)

Innella advises his clients in achieving their desired retirement income and how best to leave money to heirs.

Retirement Planners: Industry Challenges (00:53)

Finding new clients, conveying that he is the best person for the job, and achieving trust are the biggest hurdles Innella faces as a financial advisor.

Retirement Planners: Looking at the Future (01:10)

Innella comments on the effect technology will have on the industry.

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Retirement Planner—Career Q&A: Professional Advice and Insight

DVD (Chaptered) Price: $49.95
DVD + 3-Year Streaming Price: $74.93
3-Year Streaming Price: $49.95



What is it like to be a financial advisor? In this Career Q&A video interview, Roy Innella talks about his career path, what he does on the job, and the keys to success in the field of financial advising. He also offers candid advice on breaking into the profession as well as insight into the industry’s biggest challenges and how the field may change in the next ten years.

Length: 10 minutes

Item#: BVL124222

ISBN: 978-1-63521-851-0

Copyright date: ©2017

Closed Captioned

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Not available to Home Video customers.