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CareerAdvisor Blog

What to Look for When Choosing a Financial Advisor Career

Feb 11, 2020 8:00:45 PM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Careers, M Financial Careers, Insurance Advisor, Financial Advisor Training, Millennial Careers

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With continued growth of the global financial market, the demand for financial advisors is increasing, and many ambitious professionals are considering this career path. But while opportunities at some financial firms sound alluring on paper, they’re often not structured to give you the support you need to succeed.

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What Makes Insurance a Great Fit for Career-Seeking Millennials?

Feb 3, 2020 6:36:14 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Careers, Insurance Advisor, Women in Insurance Industry, Financial Advisor Training, Millennial Careers

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With a labor shortage and numerous career options at their fingertips, why would millennials want to work in insurance? On the surface, the industry may not seem to share millennials’ values – but that perception isn’t accurate. Companies like M Financial have made tremendous progress and are transforming the industry to one that millennials want to be part of.

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Why a Firm’s Culture Makes a Difference to Clients—and Potential Advisors

Jan 21, 2020 11:04:06 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Careers, Insurance Advisor

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Financial advisors seeking an environment ripe for personal and professional growth should look first into the company culture.

While the benefits of culture won’t necessarily show up on balance sheets, studies show that a financial firm’s culture is critical for setting advisors up to be leaders in the industry and more successful in their role.

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Digital disruption creates new opportunities for financial advisors

Nov 27, 2019 10:57:11 AM / by Magnet Communications Team posted in Insurance Careers, M Financial Careers, High Net Worth Market, Insurance Advisor, Insurance Tech

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Continual advancements in technology are disrupting nearly every business sector. In an increasingly global society that emphasizes mobility and connectedness, digital engagement and data mining are transforming the way business is done.

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For Women to Make Gains in Insurance Leadership, Here’s What Needs to Change

Sep 13, 2019 12:53:07 PM / by Magnet Communications Team posted in Becoming a Financial Advisor, M Financial Careers, Insurance Advisor, Diversity, Women in Insurance Industry

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If you are a woman executive in the world of insurance and financial consulting, you no doubt find yourself in the minority. In the financial industry, women make up over half of the entry-level workforce, but fewer than one in five C-suite positions are held by women, according to Closing the Gap, a study conducted by Leanin.org and McKinsey & Company.

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Linda Cahill on the Opportunities for Women in Financial Advisory

Aug 26, 2019 12:06:25 PM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Careers, M Financial Careers, High Net Worth Market, Insurance Advisor, Diversity, Women in Insurance Industry

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Linda Cahill, co-owner and principal of Enza Financial, challenges the notion that men are best suited for the insurance industry. When it comes to the financial services sector, she believes the market for women is huge — and hopes to see more women bring their skills and talents to the industry.

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The Path to Insurance – An Interview with Kristi Barens

Aug 9, 2019 6:19:13 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Advisor, Diversity, Women in Insurance Industry

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Kristi Barens, Principal at Mullin Barens Sanford Financial, says that success in the insurance industry requires preparation, mentorship, and the right mindset. Kristi is now a powerful force in the executive benefits industry and a founding partner at her firm, yet when she chose to move from a Senior Manager to an Advisor role almost 20 years ago, she had concerns about leaving a comfortable salary for a commission-only job.

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M CEO Wes Thompson: Making Diversity a Business Priority

Jun 21, 2019 12:18:29 PM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Advisor, Diversity, Women in Insurance Industry

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For the insurance industry, the shifting demographics of wealth have sparked a deeper conversation around diversity and inclusion. With digital innovation, higher customer expectations, and disruptive newcomers impacting the marketplace, many insurers are rethinking how to best compete in an increasingly dynamic industry.

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Why Continual Training is Essential for Successful Financial Advisors

Jun 10, 2019 11:01:12 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Careers, M Financial Careers, High Net Worth Market, Insurance Advisor

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Consumers turn to financial services professionals for guidance on their financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

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The Secret to Building Relationships with High Net Worth Clients

May 2, 2019 5:00:00 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Careers, M Financial Careers, High Net Worth Market, Insurance Advisor

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When you have a business that is focused on serving the needs of ultra high net worth individuals, it’s all about developing and nurturing strong relationships. This applies not only to clients but also to the team of professionals at your firm who serve those clients.

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