Wealth Specialist - Durban

David Mann

Tell us about how you contribute to the success of Carrick Wealth as an organisation.

My primary role within Carrick Wealth as a Wealth Specialist is to provide expert advice to my clients and prospects on all areas of financial planning for them and their families. Carrick has grown from strength to strength each year since opening its doors some 5 years ago. This has not only been from a financial and assets point of view, but more importantly also in terms of the respect and reputation we have earned as experts within our industry both in Africa and globally. I believe my own personal values and personality mirrors that of Carrick, and along with many of my colleagues this has contributed to the success of the organisation to date. With 8 years in the industry both here in South Africa and in Ghana, I have gained an incredible amount of experience which I have been able to pass onto my colleagues. As in any office environment, there has to be a strong element of teamwork, togetherness and also fun to make the business a place that everyone is excited to come to each and every morning. I trust that my personal relationships with every single person in the Durban office have reflected that I wish to play a big role in creating the team spirit that allows each and every team member the ability to be the best version of themselves every day.

 

What is the best part about your job?

Connecting with new personalities each day and having the ability to make a positive impact on the lives of them and their families.

 

Tell us about your personal and professional growth while working at Carrick.

Those who know me personally know that by nature I have always been a reserved, quiet and generally shy person, an introvert through and through. Since I moved to South Africa and through my journey in financial services with Carrick, I know and others confirm, that I have made great strides in coming ‘out of my shell’. This organisation has enhanced my interpersonal skills like no other before, which has given me the confidence and ability to be successful and give back through dedication and hard work. Aside from personal growth, the knowledge and expertise I have gained in the last 4 years has been remarkable. This is because Carrick always endeavours to provide its employees with the very best training by industry experts from all over the world. I have completed my regulatory examinations in South Africa and continue to enhance my personal development through the internationally recognized CISI (Chartered Institute for Securities & Investment).

 

What is a typical day at work like for you?

As part of my vision for 2020, I joined the 5am club this year and am happy that I can quite honestly say, it’s been the decision that has had the most impact on my daily life thus far. This involves a morning run for 30-45 minutes to get me ready for the day ahead. I arrive at the office sometime between 6:30 and 7:00 and then plan my day ahead. A typical day usually involves 2 or 3 meetings with clients and prospects away from the office and can involve a fair amount of driving. When I am not face to face with clients, I spend a lot of my day at my laptop, preparing reports and advice recommendations, and responding to my emails. In between all of this I will spend time with Dimitri, my Business Development Specialist, who’s main focus is on running my diary and booking meetings or doing prospecting and paperwork. I am on hand to provide support and guidance in any way possible to make sure that our business is in the best possible shape for the weeks ahead.

WORDS TO LIVE BY

Your future is created by what you do today, not tomorrow.

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