Anthony Williams is a community-driven Wealth Management Advisor at Northwestern Mutual. If you are unfamiliar with Northwestern Mutual, you should know that this institution manages more than $161 billion in investments owned by its clients. It’s also important to know that advisors who work with Northwestern Mutual are not always employees; they are actually entrepreneurs. Anthony walks us through what this relationship looks like in the interview. What you should know about Anthony?:
- Entrepreneurship: Anthony has been working in the financial advising/wealth management space for ~10 years
- Social Impact: As Director of Growth & Development at Northwestern Mutual, he is responsible for opening and managing the Harlem Northwestern Mutual office. Why is this a big deal? Harlem is home to a large population of the Black & Latino community with wide ranges of family income. By opening this office, Anthony and his team are working diligently to improve the generational wealth outcome of diverse families.
In this interview, Anthony Williams, a professional with ~10 years of experience in the industry, will educate you on what it means to be a Wealth Management Advisor in the finance industry and what it looks like to do this line of work intentionally to make impact.
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Stay in touch with Anthony Williams:
LinkedIn: https://www.linkedin.com/in/planningwithant/
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Stay in touch with Northwestern Mutual (Harlem Office):
Website: https://www.northwesternmutual.com/financial/advisor/anthony-williams/planning
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Stay in touch with Jerlisa "Juju" Fontaine:
Instagram: @jujufontaine_
Twitter: @jujufontaine_
LinkedIn: https://www.linkedin.com/in/jerlisafontaine/
Contact: fontainejerlisa@gmail.com
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Stay in Touch with HueCapitalPod:
Instagram: @huecapitalpod
Twitter: @huecapitalpod
LinkedIn: https://www.linkedin.com/company/hue-capital-podcast/
Youtube: https://www.youtube.com/channel/UCa69jtxXFFFRa2C1iiDr22Q
Site (Coming Soon): https://huecapitalpod.com/
Email: info@huecapitalpod.com
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[2:37]: Who is Anthony Williams?
[5:03]: What career options did you have out of college?
[7:30]: Why is being a financial advisor is being an entrepreneur?
[10:12]: How do you go from "Intern" to "Boss"?
[13:57]: Mentorship
[14:29]: Do's & Don't of the industry
[18:35]: Managerial style
[21:51]: How do you get clients?
[26:15]: What process is needed prior to meeting a financial advisor?
[27:25]: The 4 Buckets of Money
[29:34]: Favorite Howard University Memory?
[31:03]: Final Question
