everyone is complaining about how much she makes but she seems to be satisfied with her role and income. Its her life if she enjoys the way it is, who are we to judge? not everyone wants to make millions, some people just love what they do.
No it all emotion and zero calculating. Try to apply for a financial advisor job and talk to people with logic, reasoning, and advance calculations. You’re gonna lose your job, and be delinquent on your mortgage.
I don't agree, it's a lot about relationships and giving your client that sleep at night factor. You want to be able to tap into their biases, emotions, worries. It's a client facing business, it's about people not theory.
@@Sidious6460 and when people tapped emotions in 2022 and 2023 for tbills, munybonds and CDs and their clients complained about their returns compared to S&P nevermind had they gone into proper funds like Berkshire, their returns were small because emotions said minimize risk tolerance. whereas if you cut out the emotion and read the history tables, buying into equity assets when they went down would have created great returns when they normalized, such Royal Carribean holders saw +200% growth since buying the dips and holding through the last three years. You are hired for achieving their desired result, not letting them drive the boat with emotions. They already do that by themselves. You reassure them you understand the mandate then either teach them or do it yourself - remove the emotions. Hold the ship steady and get them there.
Prospects don't pick the best financial advisors, they pick the best communicators who can ask good questions to know their clients' situation better and plan for them!
People in the comments arent realizing that being a planner CFP, and building retirements and helping upper middle class folks is going to pay a lot less than being a wealth advisor/manager who could also be a CFP helping $10million + net worth clients. Not all financial “advisors” are the same
Have my Series 7 & 66 but still working as a paraplanner/investment associate with about 2yrs of experience & still make under $60k. Would like to work on getting my CFP certification and hopefully get above $100k in the near future.
1. She’s charging low fees 2. She only make commission 3. Her AUM is pretty low…meaning she barely has customers. When you managing non wealthy people money having a 1% fee is life and death to them. If you cold call someone and tell them your got all these cert and license it means nothing in the client head. They’re just gonna laugh at you and say no I’m. It interested or hey please don’t ever call me again.
$150k is likely her base salary excluding overtime, bonuses, options and if she’s in a firm as a partner she may be entitled to a share of the firms profits.
Can you guys share tips for a man who has a bachelors in petroleum engineering, 3+ working experience in sales, engineering and real estate. Do I need to get a Masters degree in finance or I am good with online courses or online CFA exams idk where to start :D
Agreed. Depends what career in finance you want. CFP will take you into wealth management and asset management, CPA will take you into a financial analytic position and maybe a equity research position with possibilities of going into IB. CFA will take you anywhere you want to go…
She’s obviously a pro. There’s a big difference between a CFP and a “financial advisor”
And there is CFA who is the boss of everything.
she tactfully said financial planner not a CFP Professional its a sneaky thing some ppl that don't have it
She has major experience and professional class all around! 🙏
Smile more brother, she was on the edge of wanting to leave.
Looking into peoples eyes when you speak to them.
This needs more likes, it's true
everyone is complaining about how much she makes but she seems to be satisfied with her role and income. Its her life if she enjoys the way it is, who are we to judge? not everyone wants to make millions, some people just love what they do.
And no one takes in account the amount of investments she has that makes her much more money
I don't know anyone who would actually state how much they make on a youtube channel...so thinking this number might not be accurate
This was externally insightful. Thank you for the excellent questions you asked.
CFP is the way to go. And emotions don’t help when you’re helping plan people’s finances. Being ethical and calculating does
No it all emotion and zero calculating. Try to apply for a financial advisor job and talk to people with logic, reasoning, and advance calculations. You’re gonna lose your job, and be delinquent on your mortgage.
@@thesonofcodhimself been doing great so far.
I don't agree, it's a lot about relationships and giving your client that sleep at night factor.
You want to be able to tap into their biases, emotions, worries.
It's a client facing business, it's about people not theory.
@@Sidious6460 and when people tapped emotions in 2022 and 2023 for tbills, munybonds and CDs and their clients complained about their returns compared to S&P nevermind had they gone into proper funds like Berkshire, their returns were small because emotions said minimize risk tolerance. whereas if you cut out the emotion and read the history tables, buying into equity assets when they went down would have created great returns when they normalized, such Royal Carribean holders saw +200% growth since buying the dips and holding through the last three years. You are hired for achieving their desired result, not letting them drive the boat with emotions. They already do that by themselves. You reassure them you understand the mandate then either teach them or do it yourself - remove the emotions. Hold the ship steady and get them there.
Prospects don't pick the best financial advisors, they pick the best communicators who can ask good questions to know their clients' situation better and plan for them!
Danielle knocked it out of the park! What a pro!
I love this woman😍
After over 25 years of work experience she is able to make just 150000 . That’s too low. She deserves much more
you deserve your worth is this type of field maybe she is not hat good or does not have much expertise.
that*
If she helps clients with “budgeting” then she’s def dealing with small money
”Deserves"? Money comes with competency in her role.
@@rudipell90 lmao that’s not how the world works. There’s tons of clowns making more money than they deserve lol
People in the comments arent realizing that being a planner CFP, and building retirements and helping upper middle class folks is going to pay a lot less than being a wealth advisor/manager who could also be a CFP helping $10million + net worth clients. Not all financial “advisors” are the same
This is very insightful, thank you!
Thank you! I'm studying now:)
150K base - I hope that’s what she means, because CFPs make much more than that
Do you know how much CFP generally make in total?
I guess they'd be getting commission for products they recommend.
Well she's from Toronto, not the US, so you gotta keep that in mind as well
She’s probably not a CFP
What were some examples of your study notes, what was the format was it questions? Equations? I would love to know
ماشاءاللہ great experience ❤🇵🇰
Interviewer: “what do you do for a living?”
Danielle: “squats and leg extensions.”
What
Kim Wexler?
I was looking for this comment 😂
Rodrigo Góes é entrevistador no Canadá agora?
Have my Series 7 & 66 but still working as a paraplanner/investment associate with about 2yrs of experience & still make under $60k. Would like to work on getting my CFP certification and hopefully get above $100k in the near future.
Recommend you worry less about titles and acronyms and more on selling and developing your sales skills
I wish you sucess bro 🎉
150 before or after tax ?
kanucks banging in the bg. we know what they do for a living.
No bachelors needed?
Uhhhh maybe she’s married already. This is not a reality show, go watch that on your tv, if you want.
@@UuU1001. Bachelor’s degree. Looks like you watch too much.
Not if working independent, firm probably yes
“In this world” what has she been on another world
the one where her truth comes from
Thought she said that too but she actually said “role”
She said "role" bro, listen better
How do I become like Danielle
Get employed with a BD or IA, study for SIE, study for Series 7 and Series 66. That's a start.
Hello please what's BD and IA?
I Need Somebody To Help Me To Find A 10 20 30 Jobs To Work In Finance
her income, job experience, and licenses dont add up , she's clearly doing something wrong
Yes living in Canada
@@Talkwithtina808bruh
1. She’s charging low fees
2. She only make commission
3. Her AUM is pretty low…meaning she barely has customers.
When you managing non wealthy people money having a 1% fee is life and death to them.
If you cold call someone and tell them your got all these cert and license it means nothing in the client head. They’re just gonna laugh at you and say no I’m. It interested or hey please don’t ever call me again.
$150k is likely her base salary excluding overtime, bonuses, options and if she’s in a firm as a partner she may be entitled to a share of the firms profits.
@@Mick_Unfiltered You're just guessing. No one states just their base salary when giving their income, they state total compensation.
Can you guys share tips for a man who has a bachelors in petroleum engineering, 3+ working experience in sales, engineering and real estate. Do I need to get a Masters degree in finance or I am good with online courses or online CFA exams idk where to start :D
Go straight to working on CFA; taking the required courses, and getting the work experience. No masters needed.
@@GameChanger-u5d thanks for the advice man I’ll do CFA’s 🫶🏻
Agreed. Depends what career in finance you want. CFP will take you into wealth management and asset management, CPA will take you into a financial analytic position and maybe a equity research position with possibilities of going into IB. CFA will take you anywhere you want to go…
150k move to the UK and make like 45k lmao
The fist bump at the end though lol. The least you could do is shake hands with professionals. In my opinion.
Nah, post covid. Fist bump is completely socially acceptable now.
Nah, no handshakes post covid.
😍🥰
She looks like she's hard work 😂
She is probably a career changer. $150K at year 5 is awesome. In 5 more years, she will make triple that.
She said 25 years total
She said 5 years in this role. 25 years total in her career which means she is in her late 40s
Hello 👀 Danielle xoxo
$150000 every year isn't that bad.
Yeah, not bad if it was 1994
It's not much in Toronto. $400k is good - so like partner level.
That's $98,331 after tax
And attractive
And have blonde hair and blue eyes😂😂
Helps with confusing clients and making it sound complicated for them to understand and hand over their hard earned money to them.
❤❤ 🇵🇰 🇵🇰 🇵🇰 🇵🇰
every høker is a "financial planner"
quite bot.
That’s not even real money these days sorry. Go independent.
Damn, she seemed very uncomfortable for someone trying to make others comfortable 😅
😂
That’s interesting cause I thought she did well in this interview.
For real 😂 I could sense she felt uncomfortable, maybe bc of the camera. I’m great with people, not great at public speaking.
Disagree, she did just fine.
She's fine. She's thinking of her words and choosing them very carefully is all:)👍