Never Stop Learning: A conversation with Wayne Ewan

Wayne and I discuss the following topics:

• Growing up in Brooklyn, attending college and learning an early financial lesson through tragedy
• Finding financial success but lacking fulfillment in trading
• Making a big pivot in becoming a NYC school teacher
• How being a teacher helped him build valuable skills while making an impact on his students
• Embracing the entrepreneurial aspects of financial advisory work and early entrepreneurial work in his college years
• How his background as a teacher was an asset as an advisor
• Early lessons learned as a wholesaler
• Taking a consultative approach in sales
• How selling to RIAs is different than broker dealer advisors
• The challenges and advantages of the wholesaler lifestyle
• Advice for those considering a career in wholesaling
• Diversity challenges in the financial services industry
• Giving back

www.diversityinwholesaling.com

www.ewanfoundation.org