I’ll never forget the line that prompted me to become a financial adviser: “You’d be an idiot if you don’t do this.”
That blunt statement, made by Blair McCarthy, the adviser who had been recruiting me to join his firm, really got my attention. Until that point eight years ago, I had been waffling about whether to continue my successful mortgage brokerage career or accept Blair’s invitation to jump into the financial advisory field.
Being a financial adviser has proven more rewarding than I could have imagined. I have a significantly higher income than I did as a mortgage broker, and I’m doing very meaningful work for our clients. What’s more, I now own 50% of our firm, and I’m not yet 30.