Tag Archives: Career

Episode 9: How to Kick-Start Your Career as a Financial Advisor – With Christopher Volberg

The wide network of professionals at Northeast Financial Network are here to not only help individuals and businesses make responsible financial decisions, but also to help shape successful financial professionals.  

In this episode, meet Northeast Financial Network’s managing director, Christopher Volberg. Christopher discusses his role at the firm and draws on his years of experience to highlight the expectations, training procedures, and skills it takes to become a financial advisor at the company.

In this episode, you will learn:

  • How Chris works to develop successful advisors at NEFN
  • Chris’ advice for new financial advisors 
  • Northeast Financial’s teamwork approach for training new professionals
  • The importance of building strong client-advisor relationships
  • And more!

Listen in and discover the key skills, experiences, and approaches that can help you become a successful advisor at Northeast Financial Network!

Resources:  Northeast Financial Network I Christopher Volberg I LinkedIn I 516.334.4900 x217

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