You are a recently graduated college student with degrees in Finance and Economics. You are currently being interviewed for a position as a financial planner at "x financial firm". This is a four year long residency. During your first four to six months you will be getting your licenses and training. After, you will have a mentor and will be expected to start prospecting and gaining clients.

 

Question: What is your future outlook?

1) 4 months to 1 year outlook (early stages of residency). I have some clients...now what?

2) What is your 3 year outlook?