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Facing Fears and Finding Purpose: NextGen Advisors Share Their StoriesFacing Fears and Finding Purpose: NextGen Advisors Share Their Stories

At the FPA NextGen Gathering, several advisors shared the fears and challenges they faced entering the industry.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 20, 2023

Starting a career in the financial advising sector can be daunting.

From the anxieties of building a client base, to overcoming imposter syndrome, many young professionals often grapple with the gap between academic knowledge and real-life client interactions. Yet, despite these challenges, there's a passion evident among these budding advisors.

They express a keen desire to make a difference, whether through specialized niches or a broader aim to change the world of financial planning. Their stories emphasize resilience, adaptability and the importance of continuous learning.

 

About the Author

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.