I recommend solutions based on client's immediate and future financial needs.
A great day starts with a review of my schedule and email to determine if any follow up has to be done from a prior day. Then, I spend time working with my branch team to discuss our success, determine areas of opportunity, and develop a game plan for that day. From there, we all work together speaking to customers regarding their situations, financially and personally. I hope to be able to help as many customers with their financial future as I can.
Here's the first step for middle school students
Start reading up on the options you have for the field I work in. I've had 4 different roles in the financial and banking field, and will have many more before I'm done working. The financial field is HUGE! So make sure that it's for you, and find your niche. Something that makes you happy and that you enjoy.
"You're too nice for the industry. You need to be smarter, more aware, and more pessimistic about some clients."