Being in this type of industry can certainly have its ups and downs, but that really can be said for any industry. There are a number of things that are in my control, but then there’s also one big one that I can’t control—the stock market.
Once I learned to focus on the things that I could control with my clients, it certainly made for a more pleasant experience for everyone even though the stock market does like to test our patience every once in a while.
With that being said, I want to take a step back and really express why it is I love what I do. Don’t get me wrong, it’s not always roses and unicorns every single day, but I can’t imagine doing anything else. And for that, I’m grateful to be in the position I’m in as I certainly know not everyone has a real appreciation for their job. Here’s what I love about mine.
Yes, I know this seems cliché, but I truly am grateful for the relationships I have with both my clients and business partners. Now you’re probably thinking to yourself that everybody who’s in new business development or sales is supposed to say this—and you would be right.
However, it wasn’t always like this for me. I am by no means what we all think about when it comes to the prototypical television salesman. I’m not an extrovert, and there are a lot of times I really don’t want to talk to anyone. I need my alone time, and I cherish my alone time.
It wasn’t an easy transition for me to be able to open up and have honest conversations with prospective clients and business partners. It certainly wasn’t natural for me. But, at some point over the last 16 years, things began to make more sense. I guess I was getting older and wiser, and I soon began to realize how much my clients truly meant to me.
I’m extremely lucky to have these relationships in my life because I know not everybody gets to experience the joys and bonds that I do in their professional lives. I truly am blessed to have open and honest conversations I would never get to experience if I were not in this profession—and for that, I will forever be grateful for the clients and business partners who put their trust in me.
I think about this one quite often. I have no idea what I’d do if I had to do the exact same thing every single day. It would absolutely drive me insane. I have a ton of respect for those who put their nose to the grindstone doing the same thing every single day.
However, that’s just not me, so I’m pretty lucky to be in a profession that certainly isn’t mundane. Some days I might be working on paperwork in the office, and the next day I might have four meetings with clients and prospective clients.
Each day is different, and everyone keeps me on my toes. I know being a financial advisor isn’t for everyone, but I tell you what, it fits my personality to a T. The stars were certainly aligned when I fell into this role. As I tell everyone, I truly believe this profession chose me.
I absolutely love this about being a financial planner. When completing the initial process of going through a financial plan, I can see there’s a new glimmer in my clients’ eyes.
It’s as if a weight has been lifted off their chest and they can breathe again. Knowing they have a plan in place and that someone is going to be helping them every step of the way can be a milestone experience for many individuals.
It’s hard for individuals to see this prior to going through the process—me included for other services—but once we make it through the heavy lifting of the initial planning stages, they can finally see there’s actually is a light at the tunnel. And, for many, it can bring a freedom to their personal financial life they never thought was possible.
While this one is a little self-serving, I love the personal independence that being a financial planner affords me. I can work as much as I want or as little as I want. Obviously, there are consequences to each, but I love having the option.
Being able to take off for a special event during the week or working at 4:00 in the morning, both of which definitely happen, are options I have to choose from. This job is by no means 9-5.
Sometimes it can be 12 hours a day and other times it can be 4 hours a day. It’s my decision, and I have that choice to make depending on my work load and schedule. Not many people have that choice in their own work life.
I also realize not everyone would want that independence in their work life as they are more suited to having a formal structure. Let’s face it, when you have that freedom, you have to be disciplined. Distractions are certainly there, so you must have your priorities straight.
So there you have it, just a few items I love about being a financial advisor. As I mentioned before, it’s not a job for everyone, but it is the job for me and I can’t imagine my life any other way. Thanks to all the great clients and business partners in my life that make me so grateful. You are so very much appreciated.
NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
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