Fast-Track Your Career Switch: Mid-Career Focus Group on Financial Advisory

About the Session

Are you considering a career switch, seeking more autonomy, or exploring a profession with higher earning potential?

Through guided discussion and real insights, you’ll understand what the financial advisory profession truly entails — the challenges, rewards, and long-term pathways.

What You Will Gain

🔹 Career Clarity for Mid-Career Professionals

Explore whether financial advisory aligns with your goals, strengths, and desired lifestyle.

🔹 Overview of Portfolio Management

Learn how advisors manage client portfolios — including investments, business needs, and estate considerations.

🔹 Entrepreneurship & Practice-Building Insights

Get a realistic view of what it takes to build a sustainable advisory practice and grow scalable income.

🔹 $50 Allowance

Appreciation for your time and valuable feedback.

Who Should Attend

✅ Mid-career professionals exploring a second career

✅ Individuals seeking better income growth and long-term stability

✅ Professionals looking to shift into a client-facing, advisory role

✅ Those curious about entrepreneurship in financial services