The "Planning Financial Futures" Series

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Name: Sam Syed

Financial Advisor

Company: Northwestern Mutual

Location: New York, NY

What do financial advisors do all day?

Welcome to Part 1 in the 2-part “Planning Financial Futures” Series. In this episode, we’re going to experience a day in the life, hour by hour, of Sam Syed, a Financial Advisor at Northwestern Mutual, so you can decide if this is a career you can see yourself doing! If you want to get into a more people-facing role in finance, this may be the career for you. Let’s get right into the day.

In Part 1 we went through hour by hour a day in Sam’s life as a Financial Advisor. In this episode, we’ll take you through Sam’s career journey so you know what skills and experience are necessary to land a job as a Financial Advisor. Grit and networking got him into amazing career opportunities all across the globe and out of forced unemployment in NYC. Let’s learn how he did it so you can too!


  • Policy Illustration system (shows how the policy’s value is expected to change over time and what assumptions those values are based on.) Learn more about policy illustration systems here.
  • Market knowledge
  • CRM (Client/Customer Relationship Management) system

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