Скачать или смотреть Leveraging Military Fortitude in Financial Services With Joshua Herrington-Vickers

Joshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence. Passionate about community and industry involvement, Joshua is also actively engaged with NAIFA, working to promote membership and collaboration among financial advisors. His journey from the military to the financial industry showcases a commitment to mentorship, advocacy, and protection of clients' futures, fostering growth at every step.

Here’s a glimpse of what you’ll learn:

• [00:00] Introduction
• [04:01] Joshua Herrington-Vickers shares his journey from military service to a career in financial advising
• [06:25] The parallels between Air Force core values and the ethos of a financial advisor
• [08:40] Joshua’s involvement with NAIFA
• [15:20] The challenges and rewards of serving in the military and transitioning to a financial advisor
• [19:10] How to get people involved and stay motivated with NAIFA
• [30:13] Joshua talks about his current practice in the financial services industry
• [34:38] The impact of mentorship and therapy in transitioning from military service to civilian life
• [38:31] Joshua’s personal struggle with PTSD and how therapy saved him
• [42:30] The significance of placing an eagle in your doorframe in decades past
• [49:53] Joshua explains the importance of engaging with NAIFA

In this episode…

Could there be a valuable connection between military service and financial advising? The discipline, camaraderie, and values carried from one can empower success in the other. But how can the lessons learned from serving a country translate to serving a community in finance?

Joshua Herrington-Vickers, a financial services expert, shares his journey from the US Air Force to becoming a director within a financial brokerage firm. He highlights how the military values of integrity, service before self, and excellence have propelled his success in the financial sector. Joshua opens up about his journey, from overcoming moments of loneliness in his service days to finding solidarity and support within the NAIFA community. His story illustrates how the discipline and commitment learned in the military can be seamlessly applied to advising clients and building a thriving practice, underscoring the importance of doing what is right for the client, even at the cost of personal gain.

In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan interview Joshua Herrington-Vickers, a dedicated financial services professional and US Air Force veteran, about transitioning from military service to financial advising. Joshua shares the parallels between Air Force core values and the ethos of a financial advisor, the challenges and rewards of serving in the military and transitioning to a financial advisor, his involvement with NAIFA, and the impact of mentorship and therapy.

Sponsor for this episode...

This episode is brought to you by the National Association of Insurance and Financial Advisors, or NAIFA, the #1 association for producers in financial services.

At NAIFA, we enhance professional skills, promote ethical conduct, and advocate for legislative and regulatory environments.

By joining NAIFA, you gain access to a partnership that elevates your performance while providing greater purpose to your professional work. NAIFA members are happier, make more money, and stay in the business longer.

Get in touch with NAIFA and learn more about how to join NAIFA by visiting https://www.NAIFA.org.