Decisions, decisions…

“Don’t be afraid to take a big step. You can’t cross a chasm in two small jumps.” — David Lloyd George


I used to have a job with the biggest broker dealer in the world. In many respects, it was a great job, too – steady pay, growing client base, nice office, good benefits. But I wasn’t happy. The corporate model for serving clients didn’t suit me. I wanted to take more time with individual clients, listen to them explain their issues and find solutions that actually worked instead of pushing them into some corporate-designed, pre-boxed solution.

It didn’t happen in a day, or a week or a month. But over a period of time, I realized that I needed to make a change that would allow me to be true to my own values. I left that job and struck out on my own.

Was walking away from all that security scary? You bet, but it was the right decision for me.

Now I help clients who are wrestling with the exact same choice that I faced. They want to make a change in their advisory firm but they’re frustrated with their options.

Let’s be honest, this is a radical decision for most of us. The fact that I’ve been through the process makes me a steady and sympathetic partner to advisors who are trying to figure out what’s right for them. And what’s right for one advisor isn’t going to work for another, because everybody’s different.

One of the first steps is to identify a client’s unique needs. That means determining what their strengths are and understanding what kind of business they want to have. I also perform a cost- benefit analysis that helps clients prioritize their goals. We assess things like whether it’s worth paying 10% of your gross revenue to a firm in exchange for more family time, or if it’s better to put in extra hours to get more money and control. Everybody’s answers are different.

But my commitment to client satisfaction is always the same.

My clients trust me in part because they know I’ve walked in their shoes. I fully understand their fears and challenges as they try to make the best decision for themselves and their family. I’m also living proof that even as they step into the unknown, they can come out the other side with the career they’ve always wanted.

That’s my goal for each and every one of my clients. Whether they decide to leave their current job or stay, join another firm or start their own – in the end I want them to be happy. Finding the right path to achieve that goal isn’t always obvious but that’s my commitment.

For me, I can’t imagine a more satisfying or rewarding career.

If you’re thinking about making a change, call me. I’m always happy to talk.