The Steps to Becoming a Financial Consultant: How to Get Experience - Part 3


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By Dominique Henderson, CFP® and Dominique Henderson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Show Notes:

Experience is a typical requirement for many jobs nowadays.

Financial services is no different in that your journey is made easier if you bring "transferrable" skills with you.

Just because you don't have financial services experience—especially as a new graduate or career changer—doesn't mean you can't break-in to financial services.

There are many ways to go about this as I discuss in my latest episode.

In the previous episodes we started developing this sequence of (1) deciding on your route (2) finding a model/mentor, and now we start the "sampling" process.


Just like at Costco they give you those food samples to try to get you the buy the product.

My friend Ash Exantus says that you need to date financial services before jumping in to marry it.

So the questions are: Could you shadow someone in the industry? Can you volunteer? Can you get more exposure to this industry in some way? And the answers to all of those is "YES".

So if followed all my instructions from last week, you could ask a mentor or for that matter a professional connection...let me shadow you for a day. I just want to watch what you do, ask questions and take notes. If you did this 6-10 times in a year or less, you'd have a better idea of what you're getting into.

I'd even go so far to say that you could even use this to help refine the path you want to take.

If you don't know whether you want to be a coach or advisor, shadow both.

What are some things you could do?

You could volunteer with a non-profit financial literacy organization in your city.

You could provide budgeting help for low-income families at your church.

You could volunteer to talk about financial education at a local school through avenues such as Junior Achievement, Cents Ability or the Jumpstart Coalition.

Need I keep going?

There are so many ways to get real-life exposure to this industry to give you a taste of what you may want or not want.

Now...go and implement.

check out this interview I did with Julie Kalkowski about what she's doing. Could you find an opportunity like that? Maybe.

If you'd like to learn more about what it takes to enter the financial services industry, you can register for a free preview of my course "How to Jumpstart Your Financial Services Career" at

Thanks for listening, reading and watching.

Are you a current or aspiring financial professional? Click here to learn more about how I'm helping you jumpstart your career!

Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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