In today’s Advisors Unscripted, David Y. talks about the challenges of a split career in his work as an airline pilot and financial advisor. He says some of his financial business comes from conversations in the cockpit with his fellow pilots, including one that occurred during an extremely dangerous flight. He has also experienced great success from teaching college courses and hosting workshops instead of the dinner seminars common to our industry—in other words, he finds clients without solicitation. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

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Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.