Building a Wealth Advisory Career with Robert Bilkie - S9 Ep.1

Robert Bilkie, CFA, is the CEO and wealth advisor at Sigma Investments Councilors. Since joining Sigma in 1984, Bob has not only contributed his deep financial knowledge but has also played a pivotal role in nurturing the next generation of investment professionals through active recruitment and mentorship. A University of Michigan graduate and a Chartered Financial Analyst (CFA®), Bob has served as Regional Director for the CFA® Institute, contributed to the Charles Schwab & Co Institutional Advisory Board, and led the CFA® Society of Detroit as its past President. His financial and economic insights have been featured in numerous publications over the years. Hope you enjoy!

In today's podcast we discussed:
About Bob and his journey through financial advising
Sigma Investment Counselors and their core values
The Importance of continuous learning
The impacts of technology for financial advisors
His habits and routines that keep him efficient
Advice for students looking for a career in financial advising

Robert’s Links:
  / robert-bilkie-cfa-2b5b094  
https://sigmainvestments.com/
  / sigma-investment-counselors  

Podcast Team Links:
Brandon Klump -   / brandon-klump  
Jeffrey Nugent -   / jeffrey-nugent-0566b1242  
Hannah Bennett -   / hannahbennett-  

WMA website: http://msuwma.com
Contact: [email protected]