Student perspectives

Submitted by kristin.mccasland on November 6, 2019

Adrian Rodriguez:
Before I got into my program, I didn't know that independent advisers existed.

Alishia Dubois:
Especially after 2008, it was more of like the sales and just people in the finance industry were the bad guys.

Carie Young:
I would think about stockrooms and Wall Street and think that it was fast-paced environment.

Megan Kapala:
What really surprised me the most about the industry was the amount of flexibility that the independent advisors have in order to service their clients in order to really reach their financial goals.

Patrick Marcinko:
One of the things that has really stuck out to me is how transparent and independent and objective the financial planning process is on the independence side.

Emerald Ward:
All the advisors, all the workers in the industry want to help you. They want you to ask them questions.

Carie Young:
When you think about the business world, you think about people who are competing against one another who aren't willing to help each other. But here it's almost like, "Here take my hand, and I'm willing to help you."

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