Settings
Forum Spotlight: Q&A with the President of Prosperity Advisors Angela Brill
Our September Forum, “Building Careers in Wealth Management – Traditional Careers” featured industry experts tips and insights for those seeking a traditional wealth management career, in regard to the 12 Tribes of Financial Planning model. Angela Brill, the president at Prosperity Advisors, served as a panelist in our Forum. Additionally, she’s shared some of her own advice and insights in this Q&A.
What is your advice for those considering a career within this sector?
Look at more than one company and opportunity. Your first interview, internship or full-time position doesn’t reflect the entire breadth of opportunity in this sector. Firms have different personalities and cultures, sizes, growth trajectories, specializations and career opportunities.
What characteristics or traits do you commonly see among successful advisors or brokers?
The most successful advisors have good people skills and EQ. They have the ability to make a personal connection with a client and build relationships. This ability, though, usually develops over time with experience. So if you feel like this may not be your strength, don’t let this deter you from starting an advising career.
What are the major opportunities you see for young professionals entering the industry seeking a traditional career?
The biggest opportunity that I see is the opportunity for succession. With an aging advisor demographic, there is a huge opportunity for younger entrants to the industry to be able to team up with older advisors who are looking for someone to buy their business and continue serving their clients.
Angela Brill, CFP®, acts as President and Partner with Prosperity Advisors. She is a Financial Advisor with Cetera Advisors. She has been in the financial services industry since 1995, helping clients build a better future by providing unique advice tailored to their specific needs. Her clients include people in all walks of life: multi-generational families, non-profits, business owners, executives, medical professionals, retirees and even college students.
Angela has a passion for her work, including helping women of all ages and stages pursue financial confidence and success. Angela has a divorce specialty as a Certified Divorce Financial Planner (CDFA™), and compassionately helps clients successfully navigate major life events such as divorce and widowhood. As a forward-looking advisor and mother of two sons, Angela also has a strong belief in helping young people create strong financial foundations and volunteers her time to educate young people on personal finance and investing.
Angela is a CERTIFIED FINANCIAL PLANNER™. In 2017, she was awarded the Cetera Advisors Sapphire Award for her contribution to her peers for the gifting of time, coaching and professional perspective. * In addition, Angela was elected in 2018 by top-ranking peers at Cetera Advisors to the Cetera Advisors Advisory Council, an elite group helping guide leadership initiatives within Cetera Advisors. She is a member of the Advisor Council for the Insured Retirement Institute.
Angela is a member of the Prosperity Advisors Investment Committee and leads the Planning Department at Prosperity. Learn more about why Angela got into the wealth management career and more in the Forum replay!