One important aspect of my professional life—in addition to serving the needs of our firm’s clients—is the satisfaction and personal growth I find in being an educator, author, keynote speaker, and developer of a mastermind program for other financial advisors.
I believe that continuing financial education is important not only for individual investors but also for myself and my peers.
For 16 years, I provided financial workshops for the faculty and staff of Indiana’s community college system while I was working as a financial advisor in Indianapolis. I taught workshops at over 20 college campuses. I believe I benefited as much as the individuals attending the workshops. The workshops provided me the opportunity to stay on top of industry trends, find new ways to demystify complex financial concepts, and deliver information clearly and concisely. These skills carried over to my practice working with retirement-planning and wealth-management clients.
I am proud of my ability to engage not only with individual investors and clients but also with my peers. Each resource I create for my practice is designed to also be used by other advisors. I invested a year in interviewing advisors for my second book: “Shaping the Future: 6 Ways Exceptional Advisors Transform Financial Futures.” During that time, I learned a tremendous amount about best practices in the industry, and I enjoy sharing the book’s lessons with other advisors.
When I give keynote addresses, advisors listen to me differently because I am a peer living in their world. This led to the formation of “Advisor Mastery,” a unique mastermind program where advisors share ideas and best practices, solve problems, and keep each other sharp. My clients benefit from this work as I integrate what I learn from my peers to better serve my clients.
I have also published two books that are geared to individuals and couples interested in improving their prospects for a bright financial future, “The Way of Wealth: 7 Steps to Financial Freedom in A World of Economic Dependence,” and “The Renegotiation of Your Retirement: The 5 Essential Negotiations to a Retirement without Compromise.” Both of these were Amazon bestsellers in specific financial book categories.
Communication and education have truly been two of the key foundations of my practice and how I view my mission with clients and within our wonderful industry. I am thankful to have the continuing opportunity to deliver on this mission.
Disclosure: Securities and advisory services offered through Commonwealth Financial Network. Member FINRA, SIPC, a registered investment advisor. 2840 Electric Rd., Suite 205-A, Roanoke, Virginia 24018. 540-986-2686.
“The Way of Wealth,” Amazon, 8/27/13, #1 in Money Management and Retirement Planning. Amazon Best Seller rankings were calculated hourly based on the number of copies sold on 8/27/13 in a chosen subcategory compared to similar books in the same subcategory. Subcategories were self-selected and some subcategories contained more books than others. Recent sales were weighted more heavily than past sales. A ranking within a subcategory is not representative of total sales or placement within Amazon’s overall sales list.
“The Renegotiation of Your Retirement,” Amazon.com, 2/28/19, #1 in the Private Equity, Interest, Financial Risk Management, Health Insurance, Life Insurance, Mutual Funds, Portfolio Management, Investments, Insurance, Real Estate. Amazon Best Seller rankings were calculated hourly based on the number of copies sold on 2/28/19 in a chosen subcategory compared to similar books in the same subcategory. Subcategories were self-selected and some subcategories contained more books than others. Recent sales were weighted more heavily than past sales. A ranking within a subcategory is not representative of total sales or placement within Amazon’s overall sales list.
Photography by Kevin Hurley
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