We pride ourselves on the tools and support we’ve developed to help our advisors succeed. But those that truly excel come with personal and relationship skills that set them apart from the majority of traditional financial advisors.
Have A Client First Mentality
Have an inherent “client first and always” mentality.
Operate With Empathy and Compassion
Operate with empathy and compassion, seeking to understand and solve their clients’ most pressing needs, fears, and motivations.
Have a Natural Ability to Establish Relationships
Have a natural ability to establish relationships, build rapport, and earn the trust of those they work with.
Love What They Do
Love what they do and approach their work with honesty, integrity, passion, and commitment.
Have a Growth Mindset
Have a thirst for knowledge and are natural teachers and guides. Are advocates and evangelists for the strategies we teach.
Have At Least 3 Years of Experience
Have at least three years of experience in the financial services industry.
Put Our Experience To Use
Our advisors don’t merely provide financial advice. They are changemakers and leaders that deliver meaningful impact in the lives of their clients. They embody the Paradigm Life values and culture, and are experts in nurturing long-term relationships of value with every person they work with.
Our marketing, sales, onboarding, and retention processes have been developed and perfected from more than a decade of hands-on use. We set each of our advisors up with all of it, ensuring you can spend time where it matters most.