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?
WHEN WE WALK, CANCER RUNS. AEGIS Financial is lacing up their sneakers on October 4th to participate in Light the Night Walk in Appleton! Light […]
Bypassing Probate You may have heard about the horrors of probate, but in truth, probate has gotten an undeservedly bad reputation, especially in recent years. […]
Considering an Offer to Retire Early: Should You Take It? What is it? In today’s corporate environment, where cost cutting, restructuring, and downsizing are the […]