Take 1

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by charlie meier1 view·Updated Oct 26, 2021
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  1. my name's charlie Meyer.
  2. I'm currently a junior University of Missouri.
  3. I'm studying finance.
  4. I plan to go into the financial planning industry.
  5. Some strengths include being extremely experienced.
  6. I've had two internships at past two summers, um These
  7. internships were at Northwestern Mutual, which is a financial planning
  8. firm and tried bank, which is a commercial bank.
  9. I'm also extremely passionate about finance, A quote that I
  10. feel like applies great to my situation is to love
  11. what you do and you'll never work a day in
  12. your life.
  13. I feel it fits me in the financial field very
  14. perfectly. I'm also extremely coachable as I've been a student
  15. in a athlete my entire life.
  16. I've been learning for people with greater experience than I
  17. have and I can take constructive criticism very well.
  18. I'm also extremely hard working and growing up when my
  19. coaches told me always be the hardest worker in the
  20. room, I tried to apply this to every area of
  21. my life.
  22. Next I'd like to talk about my weaknesses.
  23. I can be extremely obsessive in some areas, including very
  24. detailed oriented and sometimes I describe myself as a perfectionist.
  25. This causes me to have a poor work life or
  26. school like balance because I've become so obsessive over one
  27. project. Oftentimes I take on too many responsibilities and I
  28. have a tough time delegating other tasks to people if
  29. I don't fully trust them.
  30. This also causes me have extremely cluttered schedule and sometimes
  31. this can be exhausting.
  32. I'm also very competitive.
  33. Generally I would call this a strength, but sometimes it
  34. can be off putting to some people who don't share
  35. the same competitive nature as I do because I can
  36. be viewed as extremely intense.
  37. Some of the opportunities I have found and identified in
  38. the financial planning industry included.
  39. It's a growing industry is projected to grow at 5%
  40. rate for the next 10 years.
  41. In addition, some cities have an above average opportunity for
  42. young financial planners include san Francisco California, which ranked highest
  43. in three important metrics.
  44. These three metrics are the average financial advisor earnings, the
  45. financial advisors search volume and the percent of higher earning
  46. households in the area For Charlotte North Carolina.
  47. They have an aging population, about 25% of their population
  48. is between the ages of 45 and 60 for many
  49. times people are looking to retire and hire an advisor
  50. to help them plan their retirement.
  51. Between these ages, threats in the industry include robo advisors,
  52. which are automated investment advisors online.
  53. They use artificial intelligence to pre prepare um customized software
  54. for customers.
  55. A second threat that have identified in the financial advising
  56. industry, our self investment services such as Robin Hood, tD
  57. Ameritrade Charles Schwab and many more.
  58. These have decreased the entry, the barriers to entry and
  59. the financial planning industry.
  60. They've also provide free personal training.
  61. Thank you for listening to my presentation