Before working at Synergy Wealth Alliance, what was the most unusual or interesting job you’ve ever had?
I worked at Solly Stables (a horse farm) in Philadelphia from a very young age until I was 16 training horses, doing farm work and cleaning out their stalls, etc. I was in charge of over 30 horses when I left!
What advice do you have for prospective Synergy Wealth Alliance candidates?
Be yourself and bring to the table what you have to offer the firm. Many folks who join are learning, growing their book, or looking to move toward retirement. I would make it clear, which of these you are looking to accomplish, ensure you have a plan, and share that upfront. It can impact which arm of the firm suits you.
What are 3 words to describe Synergy Wealth Alliance?
Progressive, Innovative, Family.
What do you like most about working with Synergy Wealth Alliance?
They are the most forward-thinking and culture-oriented firm I have seen in my years in this industry. Their passion to give more to their clients/ advisors and staff is what drives their success and will continue to allow us to dominate for decades to come.
What are three career lessons you’ve learned thus far?
1. Treat every client like they are your only client (personal attention and customer service that is second to none).
2. Be the voice of perspective and guidance for your clients no matter what, even if it is a difficult conversation.
3. Root your advice and guidance in financial planning.
What aspect of your role do you enjoy the most?
Interacting and building a roadmap for my clients, most of which have become family to me.
What does a typical day look like for you?
I get up at 5:30 am, work out and feed the farm animals before a shower. Afterward, I check emails, assess the day's plans, conduct market research, and read up on current events. Once the market opens, there is prep throughout the day along with calls and meetings followed by a last-minute wrap-up before the markets close. After the market closes, I finish up the day with any remaining admin work/ business work.
What is the most important thing you have learned in the last five years?
Trust is earned, family is everything and time is the most valuable commodity we have.