06/15/2022
Something a little different from Wisdom Wednesday:
As I come up on one year of running my financial planning practice at Northwestern Mutual, I wanted to take some time to reflect and give thanks. In total, I have reached over 1300 people and met with nearly 500 of those individuals.
After having these conversations and meetings – I’ve found that I was able to add value and education during each conversation, no matter the length. And I’ve loved connecting with new and old faces every week.
I’d like to thank my family, friends, and advocates who have supported me along the way. Without you, I am not able to make the impact I have in year one. Please continue encourage the people you care about & love to have these conversations. They deserve it! Our industry does a poor job of giving everyone the opportunity to have a plan – and that's what I’m here for.
Whether you are just getting started or have been working with an advisor for 15+ years, let’s have a conversation to see how my team and I can be resource to you. Thank you!