Voices Of Experience: Financial Advisor Magazine - David Millican

David Y. Millican

David Y. Millican

A career in financial planning, according to many practitioners, must be a labor of love, otherwise an advisor’s work—and clients—could suffer.

Thus, when Financial Advisor asked experienced financial advisors about the most important lessons they had learned throughout their careers, many suggested that potential advisors follow their hearts. They should want more than just to work with money; they should also have a desire to serve people and families.

Here’s what ACG Wealth Founding Partner David Millican shared with the magazine’s editors.

1. I got my start in 1996… in an industry facing massive changes and challenges almost overnight. My first business card said I was an “Investment Broker.” In ten years, there wouldn’t be any investment brokers. I succeeded because I embraced those changes, learned about them and adapted.

2. Treat clients as if they were family. At the end of the day, you are going to be a lot more successful if you put your clients first in everything you do.

3. My first boss, Parks Brown with A.G. Edwards, told me the key to success was hard work, and to be the first one in in the morning and the last one out at the end of the day. I’ve always taken that heart.

4. Embrace the next generation… we have so many unique opportunities with technology that it would be foolish not to learn from the generations that follow.

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