Aspect 2-3
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Scooped by Matt Senkow!


1) Do you enjoy your career? What do you like and dislike about your career?

A) I enjoy my job very much. I think I am one of few people that can really say I love my job. What I enjoy most is being able to help people.


2) What do you find most rewarding about your career?

A) Once again I enjoy helping people. Being able to help someone with their financial trouble is very rewarding. Money is very important to people and when they have problems they can be very distraught.


3) How long have you been working in this field?

A) 16 years


4) Thinking back to when you started, how has technology changed in relation to your career?

A) Applications are now submitted online, car titles are electronic, check processing is now electronic.


5) Do you expect your field to experience more changes in the future? Any speculations?

A) Yes, I would say that almost everything will be automated. I think you will still need someone to process the data, but I think a lot will be automated.


6) Thinking back to when you started, how has the knowledge that members have about credit/finance changed? Are they more knowledgeable? or less?

A) Yes, members are more aware of their credit score and how they arrived there. Our job is to help improve their score or prevent it from getting worse by educating them further.


7) In your opinion, do you believe that your career field will still be needed 15-25 years from now?

A) People will always need to borrow money, but I believe in 15-25 years we will have even more technology and processing will be more automated.


8) For an individual to succeed in your career field what do you believe is more important, education or experience?

A) I think it is a combination of the two. You need to know how to do things and how things work, but you also need the experience of seeing how different situations can affect people.


9) If a young individual showed interest in your career field, would you be more likely to steer them toward your career or away from it?

A) I believe that this is a very rewarding career if you are willing to put in the time and enjoy helping people.


10) What, if anything, would you change about your job if you had the opportunity?

A) Being able to learn how to utilize the technology. I am very old school and have had difficulty in the past learning how to use the new technology.


Matt Senkow's insight:

Interview Questions. Dee Squires, Loan Officer/Member Service Rep, WCFCU HC branch

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One Of The Fastest-Growing Careers Is In Desperate Need Of Young Talent

One Of The Fastest-Growing Careers Is In Desperate Need Of Young Talent | Aspect 2-3 |
There's a young-talent shortage in the financial advisory business.
Matt Senkow's insight:

a2-financial careers


Matt Senkow's comment, March 12, 2014 8:33 PM
4) Though most finance jobs are not looking to promising right now, financial advisors are really needed by firms. Other careers, in wall street or hedge funds for example, are suffering from job cuts, but advisors are constatnly being hired.
Matt Senkow's comment, March 12, 2014 8:33 PM
5) “From the heights of the most frenzied bull markets, to the depths of the worst bear markets even as other professionals within the same industry are laid off, financial advisors today who are compliance clean, who generate a substantive amount of revenue, have the most secure job in the world,” says Danny Sarch, a Wall Street recruiter and Forbes contributor.
Matt Senkow's comment, March 12, 2014 8:35 PM
6) Advisors are needed more and more because many young people do not go into the field. Also at this time and in the near future, many baby boomers will be retiring or looking into retiring.
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Why Millennials are avoiding financial planning as a career

Why Millennials are avoiding financial planning as a career | Aspect 2-3 |
Despite strong salaries and great public relations calling it a “top career,” millennials avoid financial planning as a career.But why and where are they going?
Matt Senkow's insight:

A2- financial careers

Matt Senkow's comment, March 4, 2014 10:14 AM
1) it is possible to go into many different careers within this field. The careers consists of financial advising, brokerage agents, financial analysts, financial managers, and insurance or real estate brokers. Many young individuals entering the field are not going into the financial planning field. Many positions will be opening up because of this.
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Recruiting | Aspect 2-3 |
Recruiting tips and news for attracting the next generation of independent advisors and RIAs.
Matt Senkow's insight:


Matt Senkow's comment, March 13, 2014 5:59 PM
Another reason that young advisers are going to be needed in the field is the changes in society. Many things are changing in society that are going to change individuals finances. For instance, the LGBT community is going to be changing the way couples organize their finances. So as things change it will most likely be new graduates that will be taking over in the finance field.
Matt Senkow's comment, March 13, 2014 6:00 PM
9) *above
Matt Senkow's comment, March 13, 2014 6:03 PM
10) Right now thier is a major advisor shortage. Eventhough many students are graduating with finance degrees, many do not want to go into the particular field and also many firms do not want to hire new graduates. Many firms though have been changing that idea and have been hiring students right out of college. A new graduate can bring a lot to the table for an older firm.
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Financial Advisor vs. Firm: Whose Brand Matters More?

Financial Advisor vs. Firm: Whose Brand Matters More? | Aspect 2-3 |
For financial advisory firms, branding can be a balancing act between the strength of individual advisor s brand and the larger, unified brand of the firm.
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a2-finacnical careers

Matt Senkow's comment, March 12, 2014 8:40 PM
7) It is sometimes difficult to decide how an advisor wants to work. They need to decide whether they want to work for a firm, work for themselves. or both. They can do both by partnering with a large firm, but staying independent.
Matt Senkow's comment, March 12, 2014 8:42 PM
8) The positive side of partnering with a large firm is that they will support the adviser financial to start. They will also help with the marketing for the adviser. They negative side is that the adviser will have to obey the rules put on them by the large firm. They will have to keep in tough with the firm and will have to follow all of the rules.
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A Career in Demand

A Career in Demand | Aspect 2-3 |
Matt Senkow's insight:
A2- financial careers
Matt Senkow's comment, March 6, 2014 10:19 AM
2) Financial advising is a career that is in high demand. Many baby boomers are retiring and will be in need of financial guidance. Though the demand is high for advisors, fewer individuals have been sitting for the Certified Financial Planner exam.
Matt Senkow's comment, March 6, 2014 10:25 AM
3) CFP exam is described by many as being "the most difficult exam they have ever taken". This could be one of the reasons that less individuals have been taking the exam. The CFP certification is seen as "the most desired designation in" this particular field. Many CFP's are recruited by financial institution, brokerage firms, insurance businesses, and of course financial planning firms.