Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel

New Planner Podcast

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5M ago 21:11

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Deven Patel is a Financial Advisor at Windsor Wealth Planners and Strategists based out of Gainesville, GA, and he joins the show today to share what he does each day as he splits his time between helping senior planners serve existing clients and building his own book of business. If you are seeking more of a hybrid role where you support an existing set of clients but also bring your own, this is an episode for you!

Listen in as Deven shares his journey toward securing a role with a unique structure, highlighting his methods for gaining entry into the field. We also discuss his strategies for client acquisition, his focus on a specific niche client, and how his prior work experiences—coupled with his achievements in passing the series 65 and CFP exams—have rapidly advanced his career, allowing him to take the lead in planning meetings in under two years.

You can find show notes and more information by clicking here: https://bit.ly/49A1Fn5

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