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Nashville TN, career change in effect.

VERY HELPFUL! Thank you!! Whiteboard would be great too!

Great interview Dom. Very informative.

Hello. I'm very glad to have found your channel. I could really use some help. My 75 yo aunt has had an account with Tiana cref for years and years. He husband set it up and always made the money decisions but he died 8 years ago. My aunt doesn't need this money, which is apparently over 1.2 million dollars. She has another fund with Morgan Stanley, she has a huge stack of savings bonds, and she gets approximately 5 thousand dollars a month from various pensions. The poor thing is totally lost and scared of making a mistake. She recently asked me to execute her estate, and now her chaos has become mine. My simple question is, couldn't she move all of her money into a Robinhood account or something similar?( A lot of her money is returning virtually nothing at all. She had over 240 thousand dollars in a damned checking account! ) What do I need to do to comfort her and help her organize herself? Id really appreciate any help you can provide.

I loved it!!! Great job Dom. I needed this so much. It’s been on my mind even more than before. Thank you!

Can you become a CFP with a degree in applied mathematics or do you have to have a degree in finance/accounting

Hi Dom, I am launching in the next 6 months and am planning to use RIA in a box for compliance. Will your academy take the place of that? Or will I have to hire them for compliance anyway? Thanks for the content. Looking forward to hearing from you!

This was really helpful, ty bro! I’m in the process of changing careers from academia to financial advisor and this is exactly what I needed. I know I need 2-4 years of apprenticeship before I can even dream of going independent. Thanks again! ✌️

Can you do a video for young people who are interested in heading the CFP route. What are entry level jobs that fit the 6000 hour requirements maybe how to get into that route and some things that set you up to get started with experience. Some things you think college students could add to their resume/ knowledge

Great video

Pensacola, FL

Dude you could not be any more vague

Thank you Sir, great information

From Oregon

Im a soon to be career changer(retiring from Air Force) Sales skills is a big component in becoming a successful a financial advisor correct? What do you recommend/advice would you give someone who is coming into the industry without adequate sales skills? What would be the best way/source to develop sales skills? Thanks in advance!

Dominique, thanks for the helpful insight. I’m turning 24 soon and have spent the last few years in the business/ commercial insurance industry as a consultant and salesperson. I feel a pull towards being a Financial Advisor and believe it would be a good transition from my current role. Would you recommend trying to get a position at a company like Schwab, Fidelity, Edward Jones, etc. or go for a smaller/ local RIA? Any advice is appreciated!

Dominique Henderson, CFP®, Lets make videos together!

Hey what FA conferences do you think are good to attend for independent advisors ?

I’m currently in college and planning on becoming a cfp. Would it be in my interest to acquire a CPA or EA designation. If so which one?

CFA is for top tier talent, CFP is for nothing. Software does that

Thanks for the content Dom!

I am very interested in this field; I want to work for the Banks but I'm scared I'm not smart enough for this field.

Bro went from 2 little monkeys jumpin on a bed to 2 little monkeys doing a interview

You should’ve linked that video somewhere.

Huge, Ik it’s old but I just got my 63 I have my 7 already and I work for a big broker dealer on the client call center side basically. Want to get into fa and hopefully a cfp role eventually so I like the channel

Would you be interested in mentoring me?

Does the CFP exam check whether your degree is real?

Checklist

Can i get the bachelor degree in an online school?

De minimus rule. Over 5 clients in a state you must register.

ChFC

Excellent video. I just have one question. When going through the 6000 hours. Will I get paid for my time?

If you don't pass the CFP, just get your Series 65, and keep giving financial advice! Client's don't care about credentials, but about how much you care about them.

I agree 💯 My RIA business took off when I found my specialty and understood the specific problems of my clients. For my specific situation, the EA and CFA match my clients specific problems the best.

the info you clicked for starts @3:52

Very helpful, thank you!

🗣Links? (I fought so hard not to ask sarcastically)

I am currently on my path. I have been in the finance industry for now 30 years. But only recently decided to get my CFP to hopefully incorporate a consulting firm with the already license I currently hold. I am a stock broker, realtor, MLO and Life/Annuities agent. This is the last cert I need to get it all done. Its been an expensive journey, but in the end will be well worth it.

Elite video!

Gud one

And if my old run-down home is only worth $30,000, if that? thanks

Thank you for making this video.