Today we visited Wealth Management Solutions and were hosted by Brianne Erickson, Jamie Surdy, Heather Nelson, and Toby Hovelsrud. They have a fantastic team in Austin, but also have ten locations throughout Southern Minnesota. Their team has grown over the years and they are very dedicated to their clients and the community.
Students learned many things today that helped them to understand this career path and ways they can be financially responsible as they look to the future.
đź’µThey shared about the designations that advisors can obtain which allow them to take their business to next level. This process is intensive and sets them at a high level as financial planners.
đź’µ They highlighted how students can save money now and set themselves up for a strong financial future.
đź’µ They talked about how they encourage their clients to keep emotions out of their investments as they will see ups and downs as they go.
đź’µThey continue to invest in personal development for their staff so that they can continue to grow and strengthen their employees.
Thank you for a great visit and your continued investment in CEO!
