Wealth Management Managing Director: Main Duties and Responsibilities (00:39)
Will Carter oversees client services. He helps advisors learn and provide core financial services.
Wealth Management Managing Director: Career Beginnings (00:56)
Carter became an advisor after he was unable to find anyone offering comprehensive financial services.
Wealth Management Managing Director: Keys for Success (00:35)
A combination of humility and ambition is the most important criteria for success.
Wealth Management Managing Director: Education and Certification Requirements (02:58)
Minimum industry requirements for a wealth manager are series 63 and 65 exams. Training is additional; a director must know about business processes through education or experience.
Wealth Management Managing Director: Workplace Atmosphere (01:53)
Carter discusses balancing business and family life, and taking after-hours calls from clients.
Wealth Management Managing Director: Advice for Aspiring Pros (00:59)
Carter talks about being part of and putting together a good team.
Wealth Management Managing Director: A Day on the Job (01:24)
As a leader, Carter helps team members work through challenges, receive necessary training, and obtain the tools they need to be effective.
Wealth Management Managing Director: Industry Goals and Services (02:28)
Carter concerns himself with producing a product that has good value and processes such as compliance, operations, and marketing.
Wealth Management Managing Director: Industry Challenges (01:19)
Carter considers what our culture has typically thought about retirement planning and why that needs to change.
Wealth Management: Looking at the Future Managing Director (01:51)
Newer laws allow for a more integrated approach for financial planners. Availability of planning apps may mean the younger generation will be better prepared for financial success and retirement.
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