Введение в профессию. Старт

Алексей Тараповский

31 Jan 202406:50

Summary

TLDRThe video script introduces a course for training financial consultants, led by Alexey Topovsky, a 14-year veteran in the field and founder of a prominent investment advisory firm in Russia. The course aims to align with the mission-driven philosophy of financial consulting, emphasizing the importance of client goals and the value of being useful to others. It covers the basics of financial consulting, the company's business model, and how to identify with and serve clients effectively, ensuring a match of values for a successful career in financial advising.

Takeaways

👋 Introduction: Alexey Topovsky, one of the main authors of the course, welcomes the participants and introduces himself as a financial consultant with 14 years of experience.
🏢 Career Transition: Alexey shares his transition from a large financial institution, Gazprombank, to private practice, where he founded a company that is now a major player in the Russian Federation's stock market as an investment advisor.
📈 Market Status: The financial consulting industry is young compared to other financial sectors in Russia but is rapidly developing and is at a high stage of maturity.
💡 Course Purpose: The course aims to guide those who have decided or are considering becoming financial consultants, emphasizing that it is a calling rather than just a job.
🌟 Personal Mission: Alexey highlights the importance of aligning personal mission with the mission of the company, in this case, Final Group, and the financial consulting industry as a whole.
📚 Western Influence: The modern financial consulting practice, as taught in the course, is heavily influenced by Western, specifically Anglo-American, business models and has been adapted to the post-Soviet space.
🛣️ Path to Consulting: Financial consultants typically enter the profession after having taken a certain path, often because of a passion for personal finance, investments, asset management, and large sums of money.
💼 Professional Values: The script emphasizes that financial consultants should aim to be useful to others, improve the world around them, and help people achieve their financial goals, not just for the sake of high portfolio numbers.
🔍 Verification Process: The course includes a verification process to ensure that the values presented align with the participant's own values, fostering a sense of congruence and suitability for the profession.
📈 Industry Milestones: Participants will be walked through the main milestones of the financial consulting industry, discussing the company's business model, client acquisition strategies, and limitations.
📝 Commitment to Learning: The course requires a significant time investment, with the expectation that participants will engage deeply with the material to ensure a thorough understanding and alignment with the profession's values.

Q & A

Who is the speaker in this video script?
-The speaker is Alexey Topovsky, one of the main authors and co-authors of the introductory course for financial consultants.
What is the main topic of the course mentioned in the script?
-The main topic of the course is an introduction to the profession of financial consulting.
How long has Alexey Topovsky been working in the financial consulting industry?
-Alexey Topovsky has been working in the financial consulting industry for 14 years.
What significant change in Alexey's career did the script mention?
-The script mentions Alexey's transition from a large financial structure, Gazprombank, to private practice.
What is the current status of the company founded by Alexey Topovsky?
-The company founded by Alexey Topovsky 14 years ago is a professional participant in the Russian Federation's stock market as an investment advisor and is one of the largest companies in the financial sector.
How does Alexey describe the financial consulting industry in Russia compared to other financial sectors?
-Alexey describes the financial consulting industry as very young compared to other more developed financial sectors in Russia, such as banking and insurance.
What is the philosophy of work that Alexey emphasizes in the script?
-The philosophy of work emphasized by Alexey is that financial consulting is a calling and a field where a lot depends on the mission of the person and the alignment of the person's mission with the mission of the company they work for.
What is the origin of modern financial consulting according to the script?
-According to the script, modern financial consulting originated in the United States and the United Kingdom several decades ago.
What does Alexey consider the most important aspect of being a financial consultant?
-Alexey considers the values and mission, particularly helping clients achieve their financial goals and being useful to others, as the most important aspect of being a financial consultant.
What is the purpose of the track mentioned in the script?
-The purpose of the track is to describe the main aspects of financial consulting, to verify and align the values presented with the individual's own values, and to ensure a clear understanding and identification with these aspects.
What is the expected outcome for the individual after completing the track according to the script?
-The expected outcome is for the individual to have a clear understanding of the values and mission of financial consulting, to be in alignment with these values, and to be ready for further discussions with a business mentor.

Outlines

00:00

📘 Introduction to Financial Consulting Profession

Alexey Topovsky, a top financial consultant with 14 years of experience, welcomes the audience to an introductory course for financial consultants. He is one of the main authors of the course and will guide participants through the initial stages. Alexey shares his background, having transitioned from a major financial structure, Gazprombank, to private practice and founding a company that is now a key participant in the Russian Federation's stock market as an investment advisor. He emphasizes that financial consulting is a young and rapidly developing industry, and he positions himself and his company as pioneers in the field. The course aims to align with individuals who are genuinely interested in financial consulting as a calling, not just a job, and who share a mission with the company, Final Group, to improve the financial world and assist others in achieving their financial goals.

05:00

🔍 Aligning Values and Understanding the Financial Consulting Industry

The second paragraph delves into the purpose of the course and the importance of aligning personal values with those of the company and the industry. It suggests that the course will verify and synchronize the participant's values with the presented ones, ensuring a good fit. The speaker discusses the company's business model, client acquisition strategies, and limitations, aiming for a clear understanding and alignment of values before moving forward. The process involves intensive work and meetings with a business mentor, emphasizing the importance of thorough information absorption and preparation for questions that may arise in future interactions within the company.

Mindmap

Keywords

💡Financial Consultant

A financial consultant is a professional who provides advice and guidance on financial matters, such as investments, savings, and portfolio management. In the video's context, the speaker, Alexey Topovsky, identifies himself as a financial consultant with 14 years of experience, highlighting the profession's importance and his role in the industry.

💡Introduction to the Profession

This term refers to the initial segment of the course that aims to familiarize the audience with the financial consulting profession. The video script mentions 'Introduction to the Profession of a Financial Consultant' as the title of the course, indicating the foundational knowledge that will be covered.

💡Private Practice

Private practice denotes a professional's independent business or service outside of larger organizations. Alexey mentions transitioning from a large financial structure, Gazprombank, to private practice, which underscores the shift from institutional to individual professional services.

💡Investment Advisor

An investment advisor is a professional who offers advice on investments and helps clients make informed decisions. The speaker's company is described as an investment advisor in the Russian Federation's stock market, emphasizing its role in providing financial guidance.

💡Financial Market

The financial market refers to the economic platform where financial instruments are traded. The script mentions the company's participation in the Russian Federation's stock market, indicating the broader context of financial consulting within market dynamics.

💡Mission Alignment

Mission alignment is the concept of ensuring that an individual's personal goals and values align with those of the company they work for. The video emphasizes the importance of mission alignment between the financial consultant and the company, Final Group, as a key to successful professional relationships.

💡International Financial Consulting

This term refers to the global practice of providing financial advice and services, often following models and standards set by leading financial markets. The script discusses the origins of modern financial consulting in the United States and the United Kingdom, and its subsequent adoption and adaptation in other regions.

💡Personal Finance

Personal finance is the management of an individual's budget, savings, and investments. The script suggests that financial consultants are attracted to the profession because they are interested in personal finance, investments, and asset management.

💡Crypto Trading

Crypto trading involves the buying and selling of cryptocurrencies. While the speaker does not oppose crypto trading, it is presented as an example of a specialized area that may not be the primary focus for all financial consultants, depending on their mission and values.

💡Asset Management

Asset management is the process of making investment decisions and managing a portfolio to meet specified goals. The script mentions asset management as one of the areas of interest that might attract individuals to the financial consulting profession.

💡Blockchain Industry

The blockchain industry refers to the sector focused on the development and application of blockchain technology. The script uses it as an example of a specific industry that some financial consultants might be interested in, indicating the diversity of interests within the profession.

Highlights

Introduction to the course on financial consulting, emphasizing its role in the profession.

The course is presented by Alexey Topovsky, a seasoned financial consultant with 14 years of experience.

The speaker transitioned from a major financial institution (Gazprombank) to private practice 14 years ago.

The company founded by the speaker is a significant player in the Russian financial market, holding the status of an investment advisor.

The financial consulting industry in Russia is relatively young, and the speaker’s company is considered one of the pioneers.

The course emphasizes that financial consulting is a calling, requiring alignment between personal and company missions.

The course draws heavily from Western financial consulting models, particularly those from the US and UK.

Values and mission are prioritized in financial consulting, with a focus on helping clients achieve their financial goals.

The course aims to ensure alignment between the participant's values and the company’s mission.

The course will cover the fundamental aspects of classic financial consulting as practiced by the company.

The speaker acknowledges different perspectives within the industry, such as those focusing on blockchain or crypto trading.

The course will also detail the company’s business model, client acquisition strategies, and operational limitations.

The course is designed to synchronize the participant's values with the company's, ensuring a mutual understanding.

Participants are expected to engage deeply with the material, with subsequent meetings to discuss and solidify understanding.

The course concludes with a call to action, encouraging participants to prepare for meetings with business mentors.