![]() I can have hundreds of meetings with clients, develop the perfect investment strategy for them, but if the market doesn’t cooperate, it puts a lot of stress on all parties involved. My biggest frustration is having no control on the actual stock market. I love whenever I can see the light bulb go off in my client’s eyes knowing that they actually get it. I love it when I can explain a difficult concept but by using a simple analogy have it make sense. I like when clients come in and completely depend on my to help make sense of their financial situation. I was a junior broker for just about a year and then was able to break off and become my own financial advisor. The internship turned into a part time job my senior year and then the part time job turned into getting an offer as a junior broker. It all started at an internship between my junior and senior year of college. I also spend a lot of time working on my financial planning blog to help keep my clients educated. ![]() There’s a lot of outgoing and incoming phone calls. I average anywhere between five to ten appointments a week. I then have to keep in touch with each client, keeping the up to date on the investment strategy and make changes accordingly depending on their needs or economic changes in the markets.Ī typical work week is rather sporadic. I want to make sure that all my clients fully understand what we’re investing in to and why we’re doing it. From there, we take that information and develop an investment strategy that best complements that they are trying to achieve. My work entails meeting with clients on a one-on-one basis to truly understand what goals they want to accomplish. I help them make sense of their financial investment strategy to make sure that they are invested the way they should be. I work with young families, soon-to-be retirees, retirees and small business owners in helping them map out their financial future. I’m a certified financial planner and CEO and founder of my own investment advisory firm. You can find he and his firm at at Also follow along on his Twitter feed in the sidebar of this interview. Financial Advisor Jeff Rose gets JobShadowed about his career.
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