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How to Define your Purpose and Passion as a Financial Advisor 

How to Define your Purpose and Passion as a Financial advisor 

There are moments in our life where everything is working like magic. Life seems amazing, and even challenges present an opportunity to excel. Looking back, this is a time in your life when it seemed everything you did worked when God and all the energies of the universe were working with you, moving you forward. It is in these moments when our purpose and passion collide.

For myself, I can recall three periods of time when I felt unstoppable.

  1. Playing volleyball, whether for the University of North Carolina or representing the Navy and Armed Forces. I was the game, it was in my soul, and it seemed there was nothing I couldn’t accomplish. I welcomed a challenge.  
  2. As a Financial Advisor for Smith Barney and building a practice designed for women, I knew deep in my soul this was where I was supposed to be, what I was supposed to be doing, and how I could make an impact, especially in the lives of my female clients.  Sure there were challenges, but nothing could derail my course. It was who I was doing what I loved.
  3. As a Financial Advisor Coach, I am coaching and training women financial advisors to create a female-friendly practice that inspires and engages women to become more confident with their financial lives. This is who I am, who I was meant to be. It fulfills me every day.

Now it’s your turn, look back, think hard. You may be looking at a specific moment or something that lasted years. List a few times in your life when the world felt like it was your oyster, engaged with what you were doing, you were good at it, and everything flowed. It doesn’t matter your age or what you were doing. It may only have lasted for a moment or perhaps years. It was a feeling you had, as if you were invincible.

  1. _________________________________________________
  2. _________________________________________________
  3. _________________________________________________

Remember, time doesn’t matter. It’s all about the feeling you experienced. 

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I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

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