Wayne and I discuss the following topics:
- Growing up in Brooklyn, attending college and learning an early financial lesson through tragedy
- Finding financial success but lacking fulfillment in trading
- Making a big pivot in becoming a NYC school teacher
- How being a teacher helped him build valuable skills while making an impact on his students
- Embracing the entrepreneurial aspects of financial advisory work and early entrepreneurial work in his college years
- How his background as a teacher was an asset as an advisor
- Early lessons learned as a wholesaler
- Taking a consultative approach in sales
- How selling to RIAs is different than broker dealer advisors
- The challenges and advantages of the wholesaler lifestyle
- Advice for those considering a career in wholesaling
- Diversity challenges in the financial services industry
- Giving back
www.diversityinwholesaling.com
www.ewanfoundation.org
