C4G Success
BONUS - Young Buck Insights Ep. 138
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
