Monthly Archives: May 2020

Episode 6 – How to Succeed as a Young Financial Advisor — With James DeMatteo



In this episode of Become a Financial Advisor, Mike Salvatore is joined again by James DeMatteo, Northeast Financial’s award-winning managing director. In a must-listen episode for anyone who is considering a career in financial services, James explains what helped him rise to success after becoming a financial advisor at only 22 years old. 

In this episode, you will learn:

  • What drew James to the financial advisor role
  • Why James feels that building a relationship with your clients is key
  • What the two most important qualities are for a new advisor to possess
  • James’s business and financial philosophies
  • And more!

Tune in now to get James DeMatteo’s advice on how to succeed in a new career as a financial advisor. 

Resources:  Northeast Financial Network