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EP. 46 David DeCelle
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My guest for today is David DeCelle. He has seven years of experience as a financial advisor. Over that time, he built a successful practice along with millennial advisors. His team was ranked #1 in the country out of 350 offices. It was during that process that he recognized a massive opportunity. He recognized that large corporations have no idea how to coach and lead Millennials. That led him to start a new age training, coaching and consulting company called The Financial Advisors' Alliance. David is focused on making training fun and tailored towards the way Millennials learn best.
Topics we talked about:
3:17 Millennials in corporate America.
9:32 Millennials learn differently from past generations.
12:17 We are different from other generations.
19:50 Bridging the gap between different generations.
20:46 We are not loyal to you if you are not loyal to us.
25:17 Building your brand.
29:00 Motivation comes from momentum.
31:24 Teamwork creates more opportunities.
33:29 Let go of the old ways and follow the Millennial way.
39:26 Advice for Financial Advisors
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