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Questions:
1) In your groups - come up with a list of criteria and skills that you think would be necessary for someone wanting to enter the Wealth Management Industry? What do you think a potential employer would be looking for?
2) Rank your list in order of importance
3) Now that you are hired, what do you think it will take in order for you to be successful in the wealth management industry as a Financial Advisor?
4) Rank your list in order of importance
5) Why do some Financial Advisors fail? Please come up with a list of as many reasons
6) What might be some challenges you might personally face in this industry building your career? Answer this question individually and then share your answers with your group.
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