From starting with anecdotes to asking the tough questions, we asked planners to tell us how they approach these initial conversations. -- Maddy Perkins and Andrew Welsch
A former Broadway star shares his story
The days of staying in one company or even one job from your early 20s until your golden years are behind us. These days, it’s not uncommon for someone to have multiple jobs — even multiple careers — throughout their working years.
I, myself, am in a second career. After college, I fulfilled my dream of being a professional actor and performing on Broadway. While I enjoyed myself, I quickly learned that I had other ambitions. It took a few years (and a couple of other jobs), but I finally found my fit helping others as a financial advisor.
Most people are initially very uncomfortable sharing their struggles, especially when they’re unhappy at work, or feeling stuck in a career that doesn't fulfill them. They especially don’t want to discuss it with someone who traditionally only focuses on their finances, since they’re so intimately intertwined. When people realize that you’re on their side, that’s what establishes a solid relationship.
Wealth Management Advisor
Summit Place Financial Advisors
Summit, New Jersey