Category Archives: Financial Advisor Careers

Episode 8 – Serving the Medical Market as a Financial Representative — With Lee Newman



As a financial representative at Northeast Financial Network, Lee Newman is dedicated to helping medical professionals make responsible decisions so that they can achieve high financial results. 

In this episode, Lee details his journey as a financial professional and revealed key lessons he’s learned along the way. Lee discusses his role as a financial and medical representative and draws from his own experience to provide valuable insight into how financial advisors and representatives can succeed in the industry. 

In this episode, you will learn:

  • How Lee helps professionals in the healthcare industry 
  • What can clients expect from Lee’s planning process 
  • how Lee’s training experience helped him succeed today
  • How to be a successful Northeast Financial Network representative 
  • And more!

Tune in now to learn advisor lessons from Lee’s career in the financial and medical field! 

Resources:  Northeast Financial Network | Nikki Potts | Lee Newman 


Episode 7 – Developing Your Advisory Career in the Digital Age – With Jimmy Minniti



As the times change, so do the ways financial advisors can continue to develop and improve their careers.

In this episode, Northeast Financial Network’s sales trainer Jimmy Minniti shares insight into Northeast’s development department and how it has changed over the years to help advisors keep up with the changing advisory landscape. He also shares how he trains new financial representatives so that they can become leading and professional wealth advisors.

In this episode, you will learn:

  • The benefits of virtual training for financial representatives
  • How advisors can achieve a balanced work and personal life 
  • The two most important things you need to know when entering the financial services world
  • Do’s and don’ts for building a career as a financial representative 
  • And more!

Tune in now to discover how Northeast Financial Network can help you continue to develop your advisory career!

Resources:  Jimmy Minniti | Northeast Financial Network 

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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


SPECIAL UPDATE: COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  Northeast Financial Network


Episode 5 – College vs The Real World — With John Valentin



Being a college athlete you are always faced with challenges, you must remain hungry and exceed expectations in order to succeed. Being a great financial advisor for your clients is very similar.

In this episode of Become a Financial Advisor Podcast, Mike Salvatore speaks more with Northeast Financial’s newest member, retired MLB player and coach John Valentin. Mike and John go in-depth to explain just how similar the college athletes’ training and educational lifestyle is to that of a financial representatives training and lifestyle at NorthEast Financial.

In this episode, you will learn:

  • How being a college athlete could make you a good fit as a financial advisor.
  • The importance of always being a student of the game, keep trying to get to that next level
  • Why everyone needs to have a good mentor, or coach or advisor in their lives
  • And more!

Tune in to find out how you can hit a home run by becoming a financial advisor!

Resources:  Northeast Financial Network


Episode 4 – From the Dugout — With John Valentin



Athletes and financial advisors, what do they have in common?

In this episode of Become a Financial Advisor Podcast, Mike Salvatore introduces Northeast Financial’s newest member, retired MLB player and coach John Valentin. Mike and John join forces to discuss why the financial-advisor career is ideal for former athletes. You will also learn how John and his team help former athletes transition smoothly into their new profession. 

In this episode, you will learn:

  • How John worked his way into the MLB 
  • Why he chose to work with Northeast Financial Network 
  • John’s philosophy on coaching and managing while facing adversity
  • What traits financial advisors and athletes share
  • Why John is adamant about talking to college athletes about having a plan B
  • And more!

Tune in to find out how you can hit a home run by becoming a financial advisor!

Resources:

Northeast Financial Network


Episode 3 – In the Trenches With Our Advisors — With Chris Dapolito



For many of our advisors, financial services was never in their professional plan. They either didn’t picture themselves as financial professionals or didn’t think it was in the cards. 

In this episode of Become a Financial Advisor Podcast, Mike Salvatore sits down with Chris Dapolito, a professional at Northeast Financial Network, who was a football coach before he became an advisor. Together, they get right into the trenches of the day-to-day experience at our office.

In this episode, you will learn:

  • How Chris uses his past employment experiences to his advantage
  • What Chris thinks it is about Northeast Financial Network that makes the company so successful
  • How Northeast Financial Network eases the transition into a career in financial services
  • How to market yourself as a financial professional in this day and age
  • Why coaching is a priority for Northeast Financial Network
  • And more!

Tune in to get into the trenches with financial professional Chris Dapolito!

Resources:  Northeast Financial Network

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Episode 2 – So You Want to Change Careers?



So you’re considering a career change. Have you considered becoming a financial advisor?

In this episode of Become a Financial Advisor Podcast, Mike Salvatore walks you through the recruiting stages at Northeast Financial Network and how they go about bringing new advisors onto the team. 

In this episode, you will learn:

  • The first steps to consider when looking at changing careers
  • What sets Northeast Financial Network apart from other companies
  • Why Northeast prioritizes their advisor-to-advisor mentorship program 
  • The most appealing parts of becoming a financial advisor
  • Common misconceptions about the financial industry
  • And more!

Tune in today to hear the recruitment process at Northeast Financial Network!

Resources:  Northeast Financial Network 


Episode 1 – Meet Mike Salvatore, Managing Partner of Northeast Financial Network



Northeast Financial Network consists of a network of financial representatives that offer unique finance solutions to business owners, professionals, and families across the U.S. 

In this inaugural episode of the Become a Financial Advisor Podcast, you will meet managing partner and general agent Mike Salvatore and find out how he became involved in financial advising as a career.

In this episode, you will learn:

  • What makes Northeast Financial Network unique
  • Who works for Northeast Financial Network and what their roles are
  • Who Mike is as a financial advisor — and as a human being
  • Mike’s mantra for life and business
  • And more!

Tune into the debut episode of Become a Financial Advisor Podcast to learn about Mike Salvatore!

Resources: Northeast Financial Network