When my wife and I decided to exit our floral and gift business and transfer it to our daughter and her husband, I felt a calling to continue in a new career. Financial advisory work was something I had always thought I would be very good at, given my background in finance and accounting, business experience, and love of the financial markets. For years, I had been informally helping people out with questions about their finances, was the treasurer at my church, and had taught church classes on financial stewardship.
Given the nature of our business, for close to 40 years we often worked with people in the most emotional moments of their lives, including the joy of weddings or births, or the sadness of illness or deaths in the family. While the tough times were never easy, I believe I learned valuable lessons in how to relate to people facing many different types of circumstances. We built relationships in the community that went beyond the surface, and that is something I will always treasure.
I have built on that experience in developing my advisory practice. I have a deeply held, faith-driven desire to help others be successful in different stages of their lives.
The discovery process, which includes finding out how clients see their personal goals and what their major concerns are, is at the heart of everything I do. I’ll spend whatever time is needed discussing any issues that the person or couple has. Ultimately, my desire is to help clients change their life for the better. Even if it has more to do with personal life issues than finances, I’m still on board. I’ll counsel people about whatever topic caused them to end up in my office. I feel like that is part of my personal outreach and my mission in life.
When I am out in the community and tell people what I do for a living, or when I am delivering an educational talk, I try to give people a message that helps to break down some barriers and encourages them to come see me:
- Focus on gaining a deep understanding of clients’ life goals.
- Be empathetic as clients face challenging life circumstances.
- Encourage prospective clients to have a no-obligation first meeting.
Disclosure: Securities and advisory services offered through Triad Advisors LLC. Member FINRA & SIPC. Parable Financial Network and Triad Advisors are not affiliated.
Photography by David Osburn
Marc D’Elia, ChFC, AAMS • Largo, FL Premier Planning Partners • Lincoln Financial Advisors Corp. Read full biography belowProactive Advisor Magazine: Marc, what is your vision for your practice?I like to tell new or potential clients why I love doing what I do. My...
If formal risk-management strategies provided a demonstrable advantage versus passive strategies during the COVID-related decline of 2020, why is that story not coming out? And if there was no advantage, what does that mean for active risk management? [dropcap...
idelity issued a note for clients on June 17, 2020, which outlined a cautious yet largely optimistic view of improvement around the world on economic conditions—and the continued need for risk management in...
Back on March 19, I wrote the article "Stock Market Showing Another Example of ‘Rogue Wave’ Behavior." Figure 1 (from June 11) is an updated version of the chart from that article. The only change is that three more months’ of price data for the Dow Jones Industrial...