You’re A CFA And An Advisor. So What? – ValueWalk Premium
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You’re A CFA And An Advisor. So What?

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It goes way deeper than getting past the level two financial statement analysis section. Here’s a powerful strategy that advisors who hold the CFA® designation can use to build their brands and monetize their credential.

We like to do business with each other

It’s an unspoken bond among CFA® charterholders, like what mothers share. When I’m dragging my three kids (all ages four and under) down the stairs to school in the morning I often see the woman who lives above us and has four children under age nine. We make eye contact. No words are exchanged. We understand the pain (and joy) we share.

There is a certain respect I have for those who have gone through the CFA exams and survived. When I get asked for the names of “good advisors” I can tell you one thing:

If I have to choose between referring someone to an advisor who holds the CFA® designation and one who doesn’t, I’m going to pick the former.

There’s too much substance behind the ethics coursework to overlook it. The CFA ethics curriculum was one of the most important pieces of knowledge I acquired in my career in finance. Anyone who knows that curriculum (which goes way past the ethical section of the series 7 exam) is a step ahead in terms of trustworthiness.

Call me biased. I am.

In my varied career, I have had a huge amount of success winning the business of people of all ages and backgrounds and from all over the world. It’s a rite of passage, in a way, almost like they and I spoke a silent code to each other.

True, many charterholders are (or were) in the advisory business. But there are still opportunities. Take me, for instance. I manage my own portfolio, but I have a designated backup to take care of my money in case I didn’t or couldn’t. That person is – you guessed it – a CFA® charterholder.

You paid your dues to be a member of the CFA Institute. Meet others through the organization’s committees as well as their member directory.

Use Linkedin groups

The CFA Institute has a remarkable social media presence; use it to your advantage. I built a nice business for myself once just based upon the posting I put into the CFA candidates group on LinkedIn (186k members worldwide, by the way).

In case you’re missing it, here are some other sizeable LinkedIn groups you can join and get your content in front of:

  • CFA Institute members (46k people)
  • CFA private wealth management (1.7k people)
  • Your local CFA society group (varies)
  • CFA Institute women in investment management network (6k people)

Not too shabby, huh?

Even if you don’t want to post content there, jump into a few of the groups and participate in the popular discussions. You’d be surprised at how easy it is to grow your network that way.

Read the full article here by Sara Grillo, Advisor Perspectives


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