Before working at Synergy Wealth Alliance, what was the most unusual or interesting job you have ever had?
45 years ago, I was a Park Operations Manager at Sea World of Florida. At that time, all-day admission was: Adults $1.95 and Children $0.75!
What are three career lessons you have learned thus far?
1) Put the Client first
2) Be Responsive
3) Make sure that your advice is concisely written or spoken in laypeople's terms.
What are 3 words to describe Synergy Wealth Alliance?
Caring, Collaborative, and Comprehensive
What do you like most about working at Synergy Wealth Alliance?
Though the partnership is new, the initial attraction was a collegial, like-minded, and client-focused environment with the ability to provide our clients with continuity and sustainability.
What advice do you have for prospective Synergy Wealth Alliance candidates?
Do not consider applying if you:
1) Do not have a good memory
2) Are not willing to put the client first at all times
3) Are not willing to learn something new every day
What aspect of your role do you enjoy the most?
Helping clients pursue financial freedom
What does a typical day look like for you?
Answering client questions and helping clients with any topic that has a dollar “$” sign in front of it.
What is the most important thing you have learned in the last five years?
It has been longer than five years, and there are three important things:
3) LISTEN. A person does not learn anything by talking.