Getting a great start in the insurance business is not the easiest task. I feel so fortunate that from a young age I watched my father run a very successful agency for a major insurance company. Even as a boy, it was obvious to me how his work with financial products and services had the most positive impact for his clients at the most critical moments of their lives.
No question — I wanted to experience the satisfaction of making a real difference for others. Today my occupation is also my passion: working with my clients to help them ensure their families’ financial security.
Trust is the key
One of the main issues we as an industry face is developing and maintaining trust and credibility with our clients. Let’s face it; there is a lot of negativity and bad news to overcome.
The seemingly endless headline stories of fraud, Ponzi schemes, and other rip-offs besmudge the reputations of all of us to some degree. The “good guys” must work even harder to maintain their reputations and the trust of the public. We must carefully explain our recommendations, present meaningful options, and truthfully provide the “pros and cons” of all options. As advisors possessing a body of critical professional knowledge, we must use our it for the best interest of our client as we owe it to them to present honest recommendations.
In addition to helping clients and families, what I enjoy most about our industry is that there are no limitations. There are few other occupations in which people can do so much good for others while doing so well for themselves.
I love the ability to control my calendar and even select the people with whom I work. In my practice, we primarily work with business owners who love their families and want to create a plan to protect their interests. It is a joy to work with those who respond to your recommendations, appreciate your services, and willingly refer you to acquaintances. Brightens the day, lowers the blood pressure and increases the bottom line.