Financial Advisor Training Program

The training program of One Day In July resembles medical education. There are three steps:
  1. Learn.
  2. Do.
  3. Teach.

You should expect the first two to three years in the role to be intense years. We will train you both in investment and client management, as well as in the entrepreneurial skills needed to build your own business. If you bring the grit, tenacity, attention to detail, and communication skills, we will ensure you have the tools to grow your client base and become a successful Financial Advisor at One Day In July.

We will give you up to four months to prepare for and pass the Series 65 securities license exam or equivalent. Once you pass the exam, we will support your training via a mentorship program with one or several existing One Day In July Financial Advisors, as well as supplemental one-on-one guidance from our compliance personnel.

The reason we say "several Advisors" is that Advisors bring different strengths and areas of focus. While you may have a primary contact, working with different Advisors gives you a sense of the multiple facets of the business. You will see and understand different approaches and outlooks.

In addition to principles about the securities markets, valuations, cash flows, indexes, asset allocation, taxes, market history, behavioral errors, and other important pieces of investing, we will teach you how the industry bills clients. We will train you on our extensive, proprietary software offerings, and show you why the product and service One Day In July offers is so much different from that of competitors.

As you begin to work with clients, our Investment Desk will assist you in trading accounts, and other Advisors and personnel will be there for questions you may have. As you feel comfortable in your role, our marketing team will work closely with you to help you grow your business and refine your message. All along the way, you will have access to our proprietary software systems which embed much competitive advantage.

How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Square Mailers
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Finacial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

Shelburne, VT Financial Advisor

Frank Koster

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Wayne, PA Financial Advisor

Peter Egolf | Adam Roof

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisor

Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

Adam Roof

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Rochester, VT Financial Advisor

Carrie McDonnell

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Michael van Eyck

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772

v 2.3.48 | © One Day In July LLC. All Rights Reserved.