Segments in this Video

Financial Advisor: Main Duties and Responsibilities (00:19)


Brian Pultman learns his customers financial challenges to help them get "to, through, and beyond retirement."

Financial Advisor: Career Beginnings (00:35)

Pultman aspired to help others with finances from an early age after seeing his father and grandfather get financial assistance from the local bank.

Financial Advisor: Keys for Success (00:21)

In order to tailor an investment plan for the client, you must listen and understand what he or she wants.

Financial Advisor: Education and Certification Requirements (00:50)

Different types of licenses are required depending on what you intend to sell. It can take two years to become a Certified Financial Planner.

Financial Advisor: Workplace Atmosphere (00:40)

Most financial planning occurs in an office setting.

Financial Advisor: Advice for Aspiring Pros (00:44)

Financial advisors help the average person make sense of the abundance of financial information available.

Financial Advisor: A Day on the Job (00:48)

After returning calls and emails, Pultman spends the day calling clients and staying abreast of current world markets.

Financial Advisor: Industry Goals and Services (00:36)

After twenty-two years in financial advising, many of Pultman's first customers are retiring; they are grateful for his professional help.

Financial Advisor: Industry Challenges (01:28)

People are turning to the Internet for financial planning. The failure rate for new advisors is high. Some firms offer a salary during their two year training program.

Financial Advisor: Looking at the Future (00:46)

Everyday 10,000 people retire and need financial advice. There is a demand for financial advisors as many are now reaching retirement age.

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Financial Advisor—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, Brian Pultman talks about his career path, what he does on the job, and the keys to success in the field. 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: 8 minutes

Item#: BVL93210

ISBN: 978-1-64023-217-4

Copyright date: ©2015

Closed Captioned

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Prices include public performance rights.

Not available to Home Video customers.