In this episode, Devan Dekker shares his journey into financial advising, the challenges of building client relationships, and lessons learned from early experiences in the industry. Perfect for young advisors and seasoned professionals alike, it offers practical insights on confidence, preparation, and client trust.
Introduction and Devin's background
Devin’s journey into finance and early influences
Starting at Regal and managing a book of $192M
Handling long-term clients and building trust
Learning from mentors and developing your voice
Surprises and challenges in the industry
Most uncomfortable moments and lessons learned
Advice from veteran advisors and relationship building
Reflecting on the first year and future goals
Favorite part of being an advisor and key skills
Motivation and closing thoughts
If you would like to be a guest
Podcast Closing
