Why You Never Stop Learning in This Business

When I first entered the financial industry, I thought learning had an endpoint. Get licensed. Pass the exams. Learn the products. Once you had experience, the rest would take care of itself. It did not take long to realize how wrong that assumption was. This business changes constantly, and staying still is the fastest way […]

What My Clients Have Taught Me About Trust and Responsibility

When I first started in the financial business, I thought trust was something you earned by knowing the numbers. I believed that if I worked hard, passed the right exams, and gave good advice, trust would naturally follow. Over the years, my clients have taught me that trust runs much deeper than that. It is […]