Tell Us Your Financial Advisor Story

The retail Financial Advisor industry is facing many challenges to attract new talent to the industry. The Financial Advisor Training Institute is here to help to insure that the industry attracts new talent and help the industry grow. Would you share your story?

  • Tell the world how you got into the industry?

  • Tell us how you've helped your clients during the COVID-19 pandemic?

  • Tell us what value you add to the lives of your clients?

  • Tell us why a person should consider becoming a Financial Advisor?

  • Tell us what channel you're in and why? (Direct/discount, bank, wirehouse, life insurance, or independent)

By submitting a 30-second video, we can raise awareness about the wonderful career we all enjoy and inspire the next generation of Financial Advisors.

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Ann P, 41

"I really found the self-paced program appealing, and being remote that accommodated our schedules as well. As much as i loved being a teacher, I knew I would never be making the income as a teach that I would be making as a Financial Advisor."

Josh R, 46

"Prior to joining FATI I was in corporate America for 2 decades. Like a lot of career changers, I wanted to make a move and hit the ground running, and what really appealed to me was being able to complete the licensing while being employed so once I made that leap I would have that head-start."

Sydney B, 33

"I was a retail worker at a local home improvement store. I chose to go through the Financial Advisor training program, because they have a complete program that not only helped me get my licensing, but also helped me with the business development that is critical to being a Financial Advisor"

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