Walked the Walk & Now Talking the Talk
Prior to joining Wealth Continuum Group as a financial professional, I had built up a successful financial services practice and yet – I wanted to do more. I felt hindered by an outdated website, virtually no social media presence, and marketing materials that would disappear into compliance black holes for months at a time.
Yet many firms ignore that these are even challenges and instead they suggest: call more people, go to more networking events, host seminars, drop off brochures to small businesses, distribute mass mailings, get more referrals. These suggestions for growing a practice don’t generate the same results from decades past. To be frank, they haven’t worked in a while. We’re living in a modern, digital age that is quickly changing, while the financial services industry feels like it’s stuck in the past.
What if it didn’t have to be that way?
When I met Wealth Continuum Group (WCG), I was astounded to find a firm that truly embraced change, technology and is revolutionizing what it means to be a modern financial professional.
A little over a year ago, I decided join WCG as a financial professional. I began to share my vision for my practice – and the team at WCG got to work. Within a few months of going through their process, I was able to launch my own brand - Sonder Financial – and together we’ve created marketing & digital platforms I never imagined would be possible for a (small) financial services firm. Most significantly we’ve developed an inbound lead system that actually works, and refined the client experience and process.
For financial professionals who understand that their future success depends on combining top notch technology, best practices, and a brag worthy digital presence – Wealth Continuum Group delivers.
For me & my practice, my biggest challenges are gone - leaving me to focus on what’s really important (and what I’m best at) – helping as many millennials as I can with their financial planning.
Yet this digital experience shouldn’t be just for the millennial generations, or the generations that follow. I want to help other financial professionals build modern practices the same way. And we can’t delay. The average age of financial professionals is 55 years old. [1] The industry needs firms and individuals who will help lead them out of the technological dark ages if we’re to avoid a generational crisis. For the advisors who can figure this stuff out, we’re going to be able to serve so many clients, and together we can truly impact the financial lives for so many individuals, families, and small businesses.
That’s why I am pleased to announce that while I will continue growing Sonder & serving my clients – I will be joining Wealth Continuum Group as their new Talent Acquisition director, engaging with financial professionals who like me – believe that there’s a better way for growing their practices and serving their clients.
“Although the industry is set for growth over the next ten years, asset and wealth managers must become business revolutionaries, even disruptors, if they’re to survive and prosper.” [2]
PWC: “Asset & Wealth Management Revolution: Embracing Exponential Change.”
[1]https://www.jdpower.com/business/press-releases/2019-us-financial-advisor-satisfaction-study