As financial advisors, it can be difficult to know what you don’t know when you’re just starting. From understanding the different types of wealth management products to figuring out your niche in the industry, there are a lot of things to consider when you’re a rookie financial advisor.
That’s why it’s always a huge asset to have veterans in the wealth management field around for advice on how to make the most of those first few years. Lean on those around you who have been there before and know the best practices to follow.
Eric Bruno has worked with DFS Marketing since 2017 and is currently National Sales Manager, where he works with independent financial professionals to help them protect their clients. Prior to that, he was a senior account manager for four years, working with agents and advisors across the country selling fixed indexed annuities. After doing over $400 million in premiums, he was nominated for, accepted, and successfully completed the AmeriLife Management Development Program.
Connect with Eric on LinkedIn.
Learn more about Eric Bruno
Connect with Eric on LinkedIn.
Learn more about Eric Bruno
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