Today we visited Wealth Management Solutions and were hosted by Brianne Erickson, Heather Nelson, and Toby Hovelsrud. They have a fantastic team in Austin, but also have eleven locations throughout Southern Minnesota. Their team has grown over the years and they are very dedicated to their clients and the community.

Students learned many things today that helped them to understand this career path and ways they can be financially responsible as they look to the future.
- They shared about the designations that advisors can obtain which allow them to take their business to next level. This process is intensive and sets them at a high level as financial planners.
-They highlighted how students can save money now and set themselves up for a strong financial future.
-They talked about how they encourage their clients to keep emotions out of their investments as they will see ups and downs as they go.
-A great question from one student was about how much of their business profit they should reinvest directly into the business. Their recommendation was to reinvest 20-25% of the profit back into their business.

Thank you for a great visit and your continued investment in CEO! Austin Public Schools Pacelli Catholic Schools


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