So, you want to be a financial advisor...

With 12 years in the industry, Rem Cooper, RICP? has seen it all. From mistakes that became learning experiences to major wins throughout the years, Rem has and will continue to be committed to each of his clients because he believes that “every story is unique.” He is passionate about developing long term relationships with those he works with and for - making him an invaluable partner at Scenic City Wealth as well as a trusted advisor for his clients. Rem was so kind to sit down with us to share his advice and the lessons he’s learned through the years.

Q: What advice would you give to someone looking to enter the financial industry?

"If I could go back and do it again, I would have been more particular on who I partnered with initially. I’d encourage all new advisors or people thinking about getting into the business to do their due diligence and find out how somebody runs their practice. It's imperative that a new advisor partners with someone that runs a practice the way you’d ultimately like to run your practice. This means you will have to make that decision over a long period of time because essentially it's a business marriage for 20-30 years.?

I would also say that you need to make sure that you have full autonomy at whatever company you join. That way you don't have any conflict of interest or anything tied to the production of a certain company. Having full independence in the financial space is a must."?

Q: What encouragement would you share with someone who is a couple of years into their financial advisory career and who is looking to grow in this space?

"Be selective of your clients. I used to have this philosophy where I’d help everyone I could, but then I hit a wall. So, clearly define who you want to work with and what that means in terms of personality alignment as well as revenue alignment."?

Q: What’s happening at Scenic City Wealth right now?

"We brought on two new young representatives recently so we currently have five representatives. Now we have advisors in their 70s, 60s, 40s, and 30s. I'm really excited about having young advisors in an industry that is traditionally much older that can encourage innovation and energy."?

Thanks so much for sharing with us, Rem! To learn more about Rem and Scenic City Wealth check out his LinkedIn here.