Oh! Such exciting things happening in my world! =}
Today, Matt and I had lunch at NWM and he got to meet the
owner of the Financial Firm to hash out some of the details of my contract. I
will be an independent contractor, not an employee, so I’m looking at a very
decently challenging first year or two to get things up and running. However, I
fully anticipate that I will reach my goals and grow my business exponentially
in the first year alone.
I got a chance to get the real actual statistics on first year advisors salaries and I have
to say, I’m very pleased. Even the lazy FRs and FAs make are making an average
of $50k/yr.
I personally do not plan to be anything but an exceptional
Financial Rep, and I will attain my Advisory by July, if not sooner. The goal
for first year’s is to generate 100 clients. I plan to do 150. (The “lazy”/”slow”
reps are averaging 40-50.) My friend who got me this referral in the first
place easily met his goals, and obtained his licensure to sell Investments
within six months, and he has a far more inferior network of contacts than I, and
a much more complicated life, with his wife not working and having 4 children
with an adoption on the way.
I’m actually not worried about success at all. There will be
hard days, I know that from past experience in sales. But there is always
another day - that, I also know.
So I take the Life & Health test on Friday for my State
License.
I was thinking today… I’m very glad I didn’t get this
position when I worked for Wells. I might’ve been stuck there with a mediocre
salary and the sales pressure that I
have only ever experienced to a devastating degree while employed there and I’m sure I would’ve been unhappy
and/or disenchanted by the product with that work culture. I may have never
been able to develop a passion for it, the way I feel that I am now. I can’t
express how excited I am to become personally financially knowledgeable and
stable. I can’t wait until I purchase my first investment. I can’t wait until
Matt and I choose a type of Whole Life policy for me, so it can start accruing
cash value. His Whole Life Cash Value was a real life saver for us just last
year.
I’m also glad I am gaining autonomy. Being an employee is
getting old. Granted, I have far more freedoms working for my husband than I
have ever had before, but I want more. Freedom of course that I won’t totally
enjoy until after a very good client base has been built. I’m not naive.
Watching Matt make sacrifices for his business has shown me how hard it really
is to be a business owner…
But, the things that are important to me, like the time off
the SCUBA, was one of the things negotiated today with the firm owner. Next
exciting thing!
He gave his stamp of approval for two SCUBA vacations a
year, one every six months. How freaking amazing is that?? I could not have
been happier. Not only will the time off not be frowned upon, but I will have
the excess income to cover it this time, instead of Matt having to come up with a way to pay for
everything. Shuweeeet ^_^
~ Blessed
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