We are proud to highlight a number of our team members who are taking the next step to grow their knowledge and skills in the industry!
“As a career changer, there was a lot to learn before becoming an advisor at AEGIS Financial. Thankfully Raymond James has a training program called the Advisor Mastery Program (AMP). Many large financial firms have training programs which likely focus on the sales and marketing side of the business. AMP had plenty of that training too, but the overarching tenet of the program was how an advisor can use the tools and resources of Raymond James to best help their clients. Even the CEO of Raymond James spoke to our class of 25 trainees, and his message was clear: “Do what is right for your client.” AMP not only taught me how to effectively use the tools and resources that Raymond James offers its associates and clients, it reinforced that I made the right choice to join the AEGIS team – a team who would partner with a company that was completely focused on doing what is right for the clients we serve.”
What is happening in the months to come?
What’s new at AEGIS Financial? New Team Members: Welcome Jack Zeihen to AEGIS Financial as a Client Service Intern. Jack joined AEGIS Financial as a […]
Annual RIA Disclosure Brochure By April 30th, each client will receive either via email or in the mail a copy of our firm’s Registered Investment […]
COVID 19 & Safer At Home Order executes AEGIS Financial’s Business Continuity Plan We are reminded of the reasons for choosing the name “AEGIS Financial” […]