Tell us about how you contribute to the success of Carrick Wealth as an organisation.
As a Wealth Specialist, I strive to build a network of returning and trusting clients. I greatly value the mutual loyalty I share with those individuals and hope to exercise the same dynamic within the company. Having worked in the financial services industry for a few years now, I have obtained invaluable knowledge about managing a client’s financial future. My experience as a financial advisor helped me to develop that expertise and apply it also in a more personal setting.
What is the best part about your job?
This is a job where you can pursue the excitement of the financial markets while providing real value to real people. I appreciate the fact that families and individuals benefit greatly from my work. I am their advocate and advisor in every financial decision. They trust me enough to share their dreams and fears with me. At the same time, I make sure that all aspects have been taken care of to ensure their financial future and the life they deserve with friends, family and loved ones.
Tell us about your personal and professional growth while working at Carrick.
For me, the two most important components of ongoing education are consistency and the ability to turn it into new business opportunities. If you strive to build your professionalism, your process and team (internal and external) will allow you to build appropriate client solutions. At the same time, your commitment to constant professional growth will allow you to recognize situations that will lead to more business. Education for education’s sake is helpful, but education that leads to more business through better client solutions will give you a sustainable practice.
What is a typical day at work like for you?
Prospecting: I spend at least half of every day pounding the pavement in one way or another, either by developing a referral network or meeting with prospects in person. Servicing current clients: I contact at least 5 existing clients for servicing purposes and referrals. Administrative chores: Although this often can fall under the category of servicing my clients, I might be updating client records or dealing with other record–keeping procedures. I always dedicate 30 minutes to setting up meetings for the following week. Financial planning/solutions: I make time to deliver to my clientele. Continuing education: This entails plenty of reading and following relevant international developments.
