With baby boomers retiring every day, it shouldn’t be a surprise that millennials are taking over the workplace. According to Pew Research Center data, in 2015, 53.5 million workers were millennials, easily surpassing the 44.6 million boomer workers.
In the insurance and financial industries, though that demographic shift seems to be happening at a slower rate, there is an elite group of millennials that are already leaving their mark. Alexa Meyer is one of them. As a financial advisor with Pacific Capital Resource Group, Alexa was drawn to this career because of her dual interest in people and numbers. Her skill with both has led her to a impressive early accomplishments — and also has given her some big ideas about what’s ahead for the industry. Here, she shares her thoughts on achievement, challenge, and serving different demographics.
LHP: Why did you choose a career in insurance or financial services?
AM: I’ve always been a people person. I’ve always been a numbers person. There aren’t many careers where these two components go hand in hand.
I loved that financial services gave me the ability to develop a practice in my own way and with my own personality showing through. I also sought an industry where I can have it all — the family life I always envisioned and a career that made an impact on the world.
LHP: Describe what you do.
AM: I help empower families and business owners to make educated financial decisions for themselves and their future. My approach with my clients is to ensure that we are collaborating in the decision making process; I am the informant, educator, and advisor; they are not being told what to do. We form long-lasting, trusted relationships through this collaboration process as we continue to build their plan through the years.
LHP: Share an achievement you are especially proud of.
AM: I was extremely honored to have earned the Bronze award for Penn Mutual’s Career Builder of the Year. I really pushed myself that year beyond what I thought was possible and I’m so grateful I had the opportunity to make an impact on so many families that year.