There’s No Cheat Code for Becoming a Great Financial Advisor with George Nichols (Ep. 71)
What credentials do you need to become a financial advisor? Before choosing a designation, it helps to understand the profession, the sales process, and where you want to serve.
In this episode, Alanah Phillips talks with George Nichols III, CAP®, President and CEO of The American College of Financial Services, about what new advisors and career changers should learn before pursuing credentials.
George shares how his path through public service, insurance regulation, corporate leadership, and education prepared him to lead. He explains why industry knowledge, sales fundamentals, practical experience, and patience come first.
They also explore mentorship, representation, scholarships, advisor retention, and how financial professionals can make a lasting difference in people’s lives.
George discusses:
- How listening and service shaped George Nichols’ approach to leadership, financial advice, and working with people
- Why new financial advisors should learn the profession and sales fundamentals before choosing credentials
- How patience, practical experience, and continuous learning create a stronger foundation for career growth
- And more!
Listen to the full episode to learn what to build first as you begin or grow your financial services career.
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About Our Guest:
George Nichols III, CAP®, currently serves as the 10th president and CEO in the storied history of The American College of Financial Services. Nichols joined The College after a 17-year stint at New York Life, where he held principal roles in sales, P&L, strategic initiatives, and public policy. In 2007, Nichols was named to the company’s executive management committee. He also served as executive vice president in the Office of Governmental Affairs.
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