If you ask most financial advisors about their career aspirations, you would hear talk of big books, high net-worth clients and a reputation for helping people get into that privileged category.

Not so with Dan Dillard. An advisor who caters to clients at the eight branches of the Amplify Federal Credit Union in Austin, Texas, Dillard hopes to eventually become the executive of a media firm that offers training videos for tellers and computer-based video communications for advisors to use with clients. Not that becoming a media tycoon has always been Dillard’s dream. It’s something that just kind of developed out of a perceived need, he says.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access