Consumers turn to financial services professionals for guidance on their financial well-being, but how do clients ultimately decide which advisors and planners they can trust?
When you have a business that is focused on serving the needs of ultra high net worth individuals, it’s all about developing and nurturing strong relationships. This applies not only to clients but also to the team of professionals at your firm who serve those clients.
It’s something we’ve known all along: a career in insurance is especially engaging and fulfilling. Now, new research from Indeed confirms it. In its report titled ‘Best Jobs for 2019,’ two insurance roles—Insurance Broker and Insurance Advisor—were listed among the top five “hottest” jobs.
Lorrie Baldevia, Principal and COO at AssuredPartners MCM, knows that some people have a preconceived notion of the insurance industry – and in her experience, it’s usually wrong. “I think it’s important for professionals considering a career move to understand that there is a stigma around insurance, a perception that it’s not exciting. But the reality is, insurance is really cool.”
It’s human nature to want more, but when it comes to our careers, the “more” can be hard to define. Lateral movements offer a change of environment, but they don’t address the root issue: what we really want is a path forward. Change isn’t enough – it has to be a change for the better.