122 | Jason Mansell | How to Become a Highly Successful Financial Advisor

In today’s show, Chris interviews Jason Mansell, Financial Advisor, Edward Jones. 

This show starts with Jason recalling his life as a teenager. Jason reveals that he took on numerous low-risk, hourly jobs without properly assessing the long-term benefits. In a bid to make two ends meet, this is a mistake that many of us often make in our formative years. 

The next segment of the show is about Jason’s life after Student Works. Jason joined Edward Jones, one of the largest investment firms in North America that is managing assets of nearly $1.5 trillion dollars. 

Edward Jones has an interesting on-boarding process where young advisors are required to go door to door to sign up clients. Jason’s reveals how his Student Works experience help him hit the ground running as he managed to sign up 100 clients in 4 years.  

What follows is an interesting peek into the financial advisory industry. With conversion rates of barely 1%-2%, this industry, Jason reveals is an extremely tough one which teaches you how to take rejection in your stride. Listeners will also learn how Jason has painstakingly managed to gain his client’s trust to build up his business from the ground up over a span of 10 years.  

In the next segment, we discuss the impact of technology on the financial industry. As technology becomes more and more adapt at assessing risk, will it completely replace humans in the near future? Has technology forced the financial advisory to get their act together? Jason reveals his thoughts on this subject, and shares how financial advisors can overcome this challenge to build a profitable business.

Towards the end of the show, Jason shares some his biggest failures and what he learned from them. He also shares some key attributes that truly define a leader of tomorrow. 

Tune in for some excellent nuggets!

 

Resources:

Student Works 

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