Finance Monthly Insurance Awards

13 Finance Monthly. USA the underlying goals of our firm is to empower people to live enriched lives and not be held captive by financial stress. I firmly believe that means we are in the human transformation business. What are the things that make a great insurer in your opinion? I think great insurers and insurance professionals see insurance for what it is, not just what it does. Insurance shows up when others run away, insurance lifts up when everything falls apart, insurance repairs broken lives and gives us a chance at new ones. While the industry is fighting commoditisation, great practitioners and companies alike see the continued need to properly assess and address the risks we all face. Don’t buy and build risk around price, build price and policy around risk. In our practice, we understand that our brand is not just the corporate name that shows up on our clients’ insurance statements, but it’s our emotional connection to our clients and the value of their experience working with us. It’s not only our promise fulfilled, but the life that becomes possible after the storm hits. We aren’t bartering a commodity, we are protecting and preserving love and human dignity. We offer hope and new beginnings. What is your favourite thing about your job? I am passionate about seeing people achieve financial freedom. Making the most of your money doesn’t come easy! Knowing what to do, how to do it, and wondering if you made the right decision can be challenging. I understand how that feels and I am fanatical about helping you make the financial decisions you want to make but may not understand how to make. There’s a lot of information out there, much of it conflicting, so it can be hard to know how to make sense of it. I want to cut through the noise and help you interpret that information so you can apply it properly to your situation. I help people understand, not just to do something, buy some policy, make some investment and hope it works out. In 15 years, I have found one thing to be universally true: we all want to make the right financial choices for ourselves, our businesses, and our families. So, it’s never a lack of desire that prevents us from doing certain things, it is usually a lack of understanding, not just what to do, but how to do, and why to do it. Following a financial plan, properly investing overtime, offering employees benefits that are competitive but don’t bankrupt you, selecting insurance that adequately protects those you care for, none of these are intuitive, nor are they something that is taught in school. I joke sometimes that I’m a Financial Therapist. So much of finances is emotional because so much of it deals with relationships and people that we care for. No, I don’t sit people down on a couch a have them spill their guts over bad financial decisions and offer them tissues at $200/hour. My role is simple: I help my clients make the financial decisions that they want to make, but just don’t know how to make. I help my clients frame the decision the right way (specific to them, not some generalisation about what everyone “should” be doing), understand the variables involved, then assess the landscape of options that may be a fit. We weigh out pros and cons, and ultimately, I help facilitate the option that my clients feel suits them best. At the end of the day, they control their money instead of having their money control them. I think that financial peace is some of the best kind of peace and helping clients achieve it is perhaps the most exciting part of every day for me. What does this award mean to you? This award is so incredibly humbling because, for me, success is team success and not the function of any one person in our practice. I would not be here without the incredible team behind me, nor without the incredible community of colleagues that have mentored me, picked me up when things got rough, helped me and constantly pointed me in the right direction to be the best professional I have hoped to be. Organisations like the National Association of Insurance and Financial Advisors (NAIFA) have been foundational to me, and I could not imagine any recognition being possible without them. I’m so grateful for this recognition and hope it can be an opportunity to offer encouragement to other industry professionals so we can all collectively become more and help our industry make a more significant impact in our culture.

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