Send us Fan Mail

What does a financial advisor actually do all day?

In the latest installment of our Day in the Life series, Chamber Amplified sits down with Josh Robb of Hixon Zuercher Capital Management for a behind-the-scenes look at a career in financial advising and wealth management.

Josh explains why working as a financial advisor is much more relationship-driven than many people realize, how advisors help clients turn financial goals into a plan, and why building trust is especially important when starting a career in the industry.

We also discuss how technology and artificial intelligence are changing financial planning, including clients bringing AI-generated financial recommendations into meetings - and why the human side of financial advising still matters during market volatility and major financial decisions.

Plus, Josh shares his path from the nonprofit world into financial services and why financial advising can be a second career.

Topics include financial planning, wealth management, retirement planning, AI in finance, career development, networking, client relationships and building trust in business.

Music and sound effects obtained from https://www.zapsplat.com