Financial Advisor

9 Tips For Starting A Successful Financial Advisor (2024)

Pat Walls

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Updated: January 19th, 2023

Want to start your own financial advisor? Here are some tips you should know:

Learn more about starting a financial advisor:

Where to start?

-> How much does it cost to start a financial advisor?
-> Pros and cons of a financial advisor

Need inspiration?

-> Other financial advisor success stories
-> Marketing ideas for a financial advisor
-> Financial advisor slogans
-> Financial advisor names
-> Financial advisor Instagram bios

Other resources

-> Profitability of a financial advisor

We've interviewed thousands of successful founders at Starter Story and asked what advice they would give to entrepreneurs who are just getting started.

Here's the best advice we discovered for becoming a financial advisor:

#1: AJ Stockwell, founder of Climb CFO:

We chatted with with AJ, founder of Climb CFO ($/month). In our interview, AJ says:

Researching keyword traffic for interest in your product would be a completely free way to start validating your idea before putting too much time or money into it.

Read the full interview ➜

#2: Emily McDermott, founder of Pretty Arrow:

We chatted with with Emily, founder of Pretty Arrow ($10.4K/month). In our interview, Emily says:

My best tip for retaining your customers in a digital products business is to grow your email list and send truly valuable emails that help your customers.

Additionally:

When I started selling spreadsheets, I was not a spreadsheet expert. At most, I had a beginner’s knowledge of Excel from one university course.

Read the full interview ➜

#3: Denzel Rodriguez, founder of Builder To Contributor LLC:

We chatted with with Denzel, founder of Builder To Contributor LLC ($30K/month). In our interview, Denzel says:

There is no getting rid of struggles, you just get better. Get comfortable with struggles because it is going to stay with you forever till you die.

Read the full interview ➜

#4: Jodie Cook, founder of Coachvox AI:

We chatted with with Jodie, founder of Coachvox AI ($15K/month). In our interview, Jodie says:

Lifting, endurance, and putting in the reps are worthless if you can’t stay cool under pressure. It’s the same in business.

Additionally:

There is no point losing sleep over every problem, but this requires working on being unfazed by challenges, whatever they are.

Read the full interview ➜

#5: Conor Delaney, founder of The Good Life Companies:

We chatted with with Conor, founder of The Good Life Companies ($2M/month). In our interview, Conor says:

Starting a business teaches us so much about perseverance and personal growth.

Read the full interview ➜

#6: David Civit Ferraro, founder of Agesem:

We chatted with with David, founder of Agesem ($30K/month). In our interview, David says:

The future is the collaboration with autonomous entities that collaborate in the common good.

Read the full interview ➜

#7: Denzel Rodriguez, founder of Builder To Contributor LLC:

We chatted with with Denzel, founder of Builder To Contributor LLC ($30K/month). In our interview, Denzel says:

I have learned that starting a business in the 21st century the fastest way to gain authority over a specific topic or skill is to simply document your experience through video.